HOSPICE OF SANTA BARBARA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE OF SANTA BARBARA INC (EIN 23-7448586)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201103189349306280
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T19:12:11-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237448586 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF SANTA BARBARA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOSP | NameControl |
| Phone | 8055638820 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 ALAMEDA PADRE SERRA NO 100 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAM CAPRA | Name |
| Title | TREASURER | Title |
| Phone | 8055638820 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SAM CAPRA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 ALAMEDA PADRE SERRA NO 100 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3752169 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOSPICEOFSANTABARBARA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE CARE FOR ANYONE EXPERIENCING THE IMPACT OF A LIFE THREATENING ILLNESS, OR GRIEVING THE LOSS OF SOMEONE LOVED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 41 | TotalNbrEmployees |
| Total Nbr Volunteers | 115 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2869832 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3204160 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -35401 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58587 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -16585 | OtherRevenuePriorYear |
| Other Revenue Current Year | -18899 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2817846 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3243848 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1580351 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1632375 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 8400 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 7948 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 121259 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 784495 | OtherExpensePriorYear |
| Other Expenses Current Year | 912112 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2373246 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2552435 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 444600 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 691413 | RevenuesLessExpensesCY |
| Total Assets BOY | 5646284 | TotalAssetsBOY |
| Total Assets EOY | 6816155 | TotalAssetsEOY |
| Total Liabilities BOY | 133885 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 156841 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5512399 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6659314 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE CARE MANAGEMENT AND VOLUNTEER SUPPORT SERVICES TO PEOPLE FACING DEATH, COUNSELING TO GRIEVING PEOPLE SEEKING HELP, AND EDUCATION ABOUT END OF LIFE ISSUES TO THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1640316 | Expense |
| Description | EVERY SERVICE HSB PROVIDES IS GIVEN FREE OF CHARGE TO THE CHILDREN, TEENAGERS, ADULTS, AND FAMILIES WHO COME TO US. WE DO NOT RECEIVE ANY GOVERNMENT SUPPORT OR INSURANCE REIMBURSEMENTS. THANKS TO OUR PAST AND PRESENT DONORS, WE WERE ABLE TO OFFER THE COMMUNITY THE FOLLOWING SERVICES AND EVENTS IN 2010: CARE MANAGEMENT AND BEREAVEMENT COUNSELING PROGRAMS - THROUGH OUR OFFICES WE SAW 1088 COUNSELING CLIENTS, INCLUDING 144 CHILDREN. THE AVERAGE TERM OF SERVICE FOR EACH PERSON WAS 184 DAYS. - BASED IN OUR OFFICES, WE SAW 83 PATIENTS (PEOPLE FACING A LIFE-THREATENING ILLNESS). ON AVERAGE, WE WERE IN DIRECT AND ONGOING SERVICE FOR 277 DAYS. ONE OF OUR CORE PRINCIPLES IS "THE FAMILY IS THE UNIT OF CARE," MEANING WE INTERACT NOT ONLY WITH THE PERSON WITH THE ILLNESS BUT THE WIDER FAMILY. OUR VOLUNTEERS CONTRIBUTED 5506 HOURS OF SUPPORTIVE SERVICE TO HELP THESE FAMILIES. - THROUGH OUR COLLABORATIVE PALLIATIVE CARE TEAM AT COTTAGE HOSPITAL (WHERE WE SUPPLY TWO SOCIAL WORKERS, A CHAPLAIN, AND A PART-TIME BEREAVEMENT SPECIALIST), WE BECAME INVOLVED WITH 687 FAMILIES. - THROUGH OUR COLLABORATIVE COMMUNITY PALLIATIVE CARE TEAM AT THE CANCER CENTER (WE SUPPLY THE SOCIAL WORKER), WE BECAME INVOLVED WITH 120 FAMILIES, MANY WITH NUMEROUS HOME VISITS.YOUTH BEREAVEMENT COUNSELING PROGRAMIN 2010, OUR FOCUS ON CHILDREN AND TEENAGERS BEGAN TO STRETCH BEYOND OUR OFFICES AND INTO THE COMMUNITY, AS WE CONTINUED WEEKLY BEREAVEMENT GROUPS IN THE PUBLIC HIGH SCHOOLS OF SANTA BARBARA. THROUGH THIS SERVICE WE REACHED OVER 100 TEENAGERS EACH WEEK AS THEY DEALT WITH THE DEATH OF FRIENDS, CLASSMATES, AND FAMILY MEMBERS. BILINGUAL OUTREACH PROGRAMHOSPICE AND BEREAVEMENT SERVICES FOR SPANISH-SPEAKING COUNTY RESIDENTS. IN 2010 WE SERVED 115 LATINO FAMILIES THROUGH OUR OFFICES.NO ONE DIES ALONE COMPASSIONATE COMPANION VOLUNTEER PROGRAMWE BEGAN TO EXPAND OUR NEWLY-NAMED "NO ONE DIES ALONE" (NODA) PROGRAM TO DEMENTIA AND LONG-TERM CARE FACILITIES. IN THIS PROGRAM, VOLUNTEERS ARE CALLED TO VIGIL WITH A DYING PERSON EITHER WHEN THERE IS NO FAMILY AVAILABLE OR IF THE FAMILY CAN BENEFIT FROM SOME TIMES OF RESPITE. A SHARED VENTURE WITH VISITING NURSE & HOSPICE CARE OF SANTA BARBARA, THIS IS NOT ONLY DEEPLY APPRECIATED BY FAMILY MEMBERS, BUT ALSO BY THE STAFF AT THESE FACILITIES WHO OTHERWISE CAN BE DISTRESSED KNOWING SOMEONE IS IN THEIR LAST HOURS OF LIFE WITH NO ONE BY THEIR BEDSIDE TO PROVIDE SIMPLE HUMAN PRESENCE.BELOVED BEAR VOLUNTEER PROGRAM2010 SAW THE INTRODUCTION OF THE BELOVED BEAR PROGRAM. IN THIS PROGRAM, FAMILY MEMBERS CHOOSE AN ARTICLE OF CLOTHING THAT HAD BEEN WORN BY THEIR LOVED ONE AND HAD SPECIAL MEANING TO THEM. VOLUNTEERS CAREFULLY TAKE THE FABRIC AND TRANSFORM IT INTO A STUFFED TEDDY BEAR THAT CAN BE HELD, HUGGED, AND SERVE AS A CONSTANT REMINDER OF THE BOND THAT EXISTED. THESE BEARS OFTEN HAVE IMMEDIATE AND LASTING IMPACT ON THE RECIPIENTS, AND PROVIDE A STRONG ELEMENT OF BOTH REMEMBRANCE AND HEALING.LEARN AT LUNCH / COMMUNITY EDUCATIONWE PROVIDED COMMUNITY EDUCATION TO 1191 PEOPLE. OUR "LEARN AT LUNCH" NOON TIME EDUCATIONAL SERIES INCLUDED TOPICS SUCH AS: - "BUDDHIST VIEWS ON DEATH AND DYING," WITH BUDDHIST TEACHER KIMBERLY SNOW; - "THE USE OF GUIDED IMAGERY IN THE SERVICE OF PATIENTS AND CLIENTS," WITH STAFF MEMBERS SHERIE DAVIS AND VALERIE MOORE; - "LAUGH AT LUNCH: THE HEALING POWER OF MAGIC AND HUMOR" WITH MARK COLLIER, HSB VOLUNTEER AND PROFESSIONAL ENTERTAINER; - "THE CAREGIVER'S JOURNEY: WHAT IS IT LIKE TO CARE FOR A LOVED ONE?" FROM HSB VOLUNTEER JEANNE WEST; - "DEATH AND DYING FROM A UNITARIAN UNIVERSALIST PERSPECTIVE," WITH REV. AARON MCEMRYS; - "USING POETRY IN THE HEALING OF OUR SOULS," PERIE LONGO, POET LAUREATE OF SANTA BARBARA AND HSB CLINICAL THERAPIST; - "THE "INNER VISION" PROCESS FOR PATIENTS AND CAREGIVERS," HSB BOARD MEMBER MARILEE ZDENEK; - "THE NATIVE AMERICAN WORLDVIEW OF DEATH AND DYING," WITH MAGDALENA SERRANO. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 288378 | Expense |
| Description | ALLIANCE FOR LIVING & DYING WELLTHE ALLIANCE FOR LIVING & DYING WELL IS A COLLABORATIVE EFFORT BETWEEN ARCHSTONE FOUNDATION, COTTAGE HEALTH SYSTEM, HOSPICE OF SANTA BARBARA, JAMES S. BOWER FOUNDATION, SANTA BARBARA FOUNDATION, SARAH HOUSE, ST. FRANCIS FOUNDATION, AND VISITING NURSES & HOSPICE CARE OF SANTA BARBARA. THE ALLIANCE CONDUCTS AND SUPPORTS A VARIETY OF PROGRAMS AND EVENTS THAT HELP FACILITATE PEOPLE CONNECTING WITH FRIENDS AND LOVED ONES IN CONVERSATIONS ABOUT THE RELATIONSHIP BETWEEN LIFE AND DEATH, AND HOW TO EXPRESS THEIR WISHES ABOUT END-OF-LIFE CARE. THE GOALS OF THE ALLIANCE ARE TO HELP THE RESIDENTS OF THE SOUTH COUNTY SANTA BARBARA COMMUNITY TO: - SPEAK OPENLY ABOUT THE REALITY OF DEATH, AND ACCEPT IT AND EMBRACE IT AS INEXTRICABLY CONNECTED TO LIFE; - HAVE CONVERSATIONS ABOUT DYING AND PUT WISHES ABOUT END-OF-LIFE CARE INTO WORDS ON PAPER IN THE FORM OF DIRECTIONS - UNDERSTAND WE ARE NOT ALONE, AND THE SHARED EXPERIENCE OF CONNECTING AND BELONGING WHEN WE FACE DEATH AND DYING TOGETHER IS CRUCIAL; - BECOME AWARE OF THE VALUE OF AND IMPORTANCE OF WORKING WITH PEOPLE WE LOVE AND TRUST TO COMPLETE THE 5 WISHES, AN ADVANCED CARE DIRECTIVE, THAT CLARIFIES OUR PERSONAL, EMOTIONAL AND SPIRITUAL NEEDS AS WELL AS MEDICAL WISHES; AND - COMMUNICATE TREATMENT WISHES THROUGH A PHYSICIANS ORDER FOR LIFE-SUSTAINING TREATMENT (POLST) FORM AND KNOW THAT HEALTH CARE PROFESSIONALS WILL HONOR THESE WISHES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1928694 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 41 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK GUIDRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8055638820 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 ALAMEDA PADRE SERRA | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RICHARD ABERLE | ||||||
| TREASURER | 1.60 | X | X | 0 | 0 | 0 |
| DENNIS BAKER MD | ||||||
| VICE-PRESIDENT | 1.60 | X | X | 0 | 0 | 0 |
| MARY BLAIR | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| MARGI MAINQUIST | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| JOY MARGOLIS | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| RUBEN REY | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| NATHAN SHADLE DC | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| JILL NIDA | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| CHARLIE ZIMMER | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| SUSAN COPELAND | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| JACKIE MARSTON | ||||||
| PRESIDENT | 1.60 | X | X | 0 | 0 | 0 |
| CHRISTINE SCHLUMBERGER | ||||||
| SECRETARY | 1.60 | X | X | 0 | 0 | 0 |
| ROBERT WRIGHT MD | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| DONNA BARRANCO FISHER-YATES | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| JOANNE HOLLINGSHEAD | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| GINA BECCHETTI | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| LORI LEWIS | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| MICHAEL SALSBURY | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| MARILEE ZDENEK | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| SAM CAPRA | ||||||
| TREASURER | 1.60 | X | X | 0 | 0 | 0 |
| BILL WOOD | ||||||
| DIRECTOR | 1.60 | X | 0 | 0 | 0 | |
| STEVE JACOBSEN | ||||||
| EXEUTIVE DIRECTOR | 40.00 | X | 85392 | 0 | 49702 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85392 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 49702 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN PLUMMER | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 ALAMEDA PADRE SERRA STE 100 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING FOR ALLIANCE | DescriptionOfServices |
| Compensation | 124992 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 56730 | FundraisingEvents |
| All Other Contributions | 3147430 | AllOtherContributions |
| Total Contributions | 3204160 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39880 | TotalRevenueColumn |
| Exclusion | $39,880 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 508129 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 489422 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18707 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18707 | TotalRevenueColumn |
| Exclusion | $18,707 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 56730 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 18899 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -18899 | TotalRevenueColumn |
| Exclusion | -$18,899 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3243848 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $39,688 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135094 | Total |
| Program Services | 54038 | ProgramServices |
| Management And General | 54038 | ManagementAndGeneral |
| Fundraising | 27018 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1317656 | Total |
| Program Services | 1036048 | ProgramServices |
| Management And General | 271201 | ManagementAndGeneral |
| Fundraising | 10407 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64253 | Total |
| Program Services | 49514 | ProgramServices |
| Management And General | 13728 | ManagementAndGeneral |
| Fundraising | 1011 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115372 | Total |
| Program Services | 88212 | ProgramServices |
| Management And General | 23439 | ManagementAndGeneral |
| Fundraising | 3721 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42012 | Total |
| Management And General | 42012 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12953 | Total |
| Management And General | 12953 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7948 | Total |
| Fundraising | 7948 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15706 | Total |
| Management And General | 15706 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239364 | Total |
| Program Services | 233088 | ProgramServices |
| Management And General | 5727 | ManagementAndGeneral |
| Fundraising | 549 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74723 | Total |
| Program Services | 37034 | ProgramServices |
| Fundraising | 37689 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78803 | Total |
| Program Services | 56018 | ProgramServices |
| Management And General | 18999 | ManagementAndGeneral |
| Fundraising | 3786 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9422 | Total |
| Program Services | 9422 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228217 | Total |
| Program Services | 182881 | ProgramServices |
| Management And General | 29249 | ManagementAndGeneral |
| Fundraising | 16087 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18944 | Total |
| Program Services | 18944 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19836 | Total |
| Program Services | 12727 | ProgramServices |
| Management And General | 5806 | ManagementAndGeneral |
| Fundraising | 1303 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74027 | Total |
| Program Services | 61813 | ProgramServices |
| Management And General | 9624 | ManagementAndGeneral |
| Fundraising | 2590 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| PROGRAM SERVICES | 62842 | 62842 | |
| RECRUITMENT | 10900 | 10900 | |
| COMMUNITY EDUCATION/OUT | 9350 | 200 | 9150 |
| VOLUNTEER SERVICES | 7656 | 7656 | |
| TRAINING | 7357 | 7357 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2552435 | Total |
| Program Services | 1928694 | ProgramServices |
| Management And General | 502482 | ManagementAndGeneral |
| Fundraising | 121259 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13227 | BOY |
| EOY | 522227 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588106 | BOY |
| EOY | 510112 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1998485 | BOY |
| EOY | 1754546 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2119 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11639 | BOY |
| EOY | 11374 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1015963 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 507212 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518322 | BOY |
| EOY | 508751 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614490 | BOY |
| EOY | 3116213 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902015 | BOY |
| EOY | 390813 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5646284 | BOY |
| EOY | 6816155 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133885 | BOY |
| EOY | 156841 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133885 | BOY |
| EOY | 156841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2422267 | BOY |
| EOY | 4150812 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3090132 | BOY |
| EOY | 2508502 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5512399 | BOY |
| EOY | 6659314 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5646284 | BOY |
| EOY | 6816155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 691413 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 455502 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1103455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1624072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4801743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2108332 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2483474 | CurrentTaxYear |
| Total | 12121076 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1103455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1624072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4801743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2108332 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2483474 | CurrentTaxYear |
| Total | 12121076 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 415034 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11706042 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68833 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27345 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25849 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39880 | CurrentTaxYear |
| Total | 206309 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12327385 | TotalSupport |
| Gross Receipts From Admissions Etc | 3076 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: BEQUEST DATE: 07/15/09 AMOUNT: 300180. BEQUEST DATE: 07/15/09 AMOUNT: 465000. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 464739 | OtherCostOrOtherBasis |
| Depreciation | 98849 | Depreciation |
| Book Value | 365890 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 551224 | OtherCostOrOtherBasis |
| Depreciation | 408363 | Depreciation |
| Book Value | 142861 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 508751 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| REFUNDABLE SECURITY DEPOSITS | 15369 |
| CONTRIBUTION RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS | 90444 |
| BEQUESTS RECEIVABLE | 285000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 390813 | TotalBookValueOtherAssets |
| Total Revenue | 3243848 | TotalRevenue |
| Total Expenses | 2552435 | TotalExpenses |
| Excess Or Deficit For Year | 691413 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 447596 | NetUnrealizedGLOnInvestments |
| Other | $7,906 | OtherAmount |
| Total Adjustments | 455502 | TotalAdjustments |
| Excess Or Deficit Per FS | 1146915 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3646695 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 447596 | NetUnrealizedGainsInvestments |
| Other Revenues | -44749 | OtherRevenues |
| Revenue Not Rptd F990 | 402847 | RevenueNotRptdF990 |
| Revenue Subtotal | 3243848 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3243848 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2499780 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2499780 | ExpensesSubtotal |
| Other Expenses Not Included | 52655 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 52655 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2552435 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ADDITIONAL DEPRECIATION ON TAX RETURN THAN AUDIT |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CHARITABLE REMAINDER TRUST |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ADDITIONAL DEPRECIATION ON TAX RETURN THAN AUDIT |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LIGHT UP A LIFE | NameOfEvent1 |
| Gross Receipts Event1 | 56730 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 56730 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 18899 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 56730 | GrossReceiptsTotal |
| Charitable Contributions Total | 56730 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 18899 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18899 | DirectExpenseSummaryEvents |
| Net Income Summary | -18899 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 990 REVIEW PROCEDURE: A. EXECUTIVE DIRECTOR IS RESPONSIBLE FOR COORDINATING AND MONITORING THE PREPARATION OF THE ANNUAL IRS FORM 990 BY ITS INDEPENDENT TAX PREPARER/CONSULTANT. B. THE COMPLETED FORM WILL BE PROVIDED TO THE BUDGET AND FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING TO ENSURE ADEQUATE TIME FOR A DETAILED COMPREHENSIVE REVIEW BY ALL MEMBERS OF THE COMMITTEE. C. THE BUDGET AND FINANCE COMMITTEE CHAIR WILL MAKE NOTE OF ANY NECESSARY CHANGES, QUESTIONS AND CONCERNS AND FORWARD THIS INFORMATION ON TO THE INDEPENDENT TAX PREPAPER/CONSULTANT FOR FEEDBACK AND INCORPORATION INTO THE IRS FORM 990 AS APPROPRIATE. D. AFTER THE BUDGET AND FINANCE COMMITTEE HAS REVIEWED THE IRS FORM 990, A DRAFT WILL BE AVAILABLE TO THE BOARD FOR REVIEW, DISCUSSION AND APPROVAL WITHIN A TIMELINE ENSURING TIMELY FILING. E. ONCE ALL THE NECESSARY CHANGES ARE MADE, THE FINISHED IRS FORM 990 WILL BE SIGNED AND DATED BY THE EXECUTIVE DIRECTOR, BOARD PRESIDENT OR TREASURER AND FILED. F. THE FILED IRS FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS EITHER IN HARD COPY (MAILED OR HAND DELIVERED) OR ELECTRONIC FILES SENT VIA E-MAIL. G. BOARD APPROVAL OF THE COMPLETED IRS FORM 990 WILL BE RECORDED IN BOARD MINUTES. H. HSB WILL MAINTAIN PERMANENTLY A HARD COPY AND AN ELECTRONIC FILE COPY OF THE FILED IRS FORM 990. | |
| FOR CONFLICT OF INTEREST POLICY, THE BOARD MUST SIGN A CONFLICT OF INTEREST STATEMENT, DECLARING ANY CONFLICTS ANNUALLY AT THE JANUARY BOARD MEETING. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION USES A SALARY SURVEY AND INFORMATION ON FORM 990 OF COMPARABLE NONPROFITS TO DETERMINE COMPENSATION AMOUNTS OF THE ORGANIZATION'S KEY EMPLOYEES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES FORM 990 AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS OR IN RESPONSE TO A WRITTEN REQUEST. IN ADDITION, THE ORGANIZATION'S 990 CAN BE VIEWED ON THE GUIDESTAR WEBSITE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 447,596. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -44,749. ADDITIONAL DEPRECIATION ON TAX RETURN THAN AUDIT 52,655. TOTAL TO FORM 990, PART XI, LINE 5: 455,502. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE | THE BOARD OF DIRECTORS MAY, BY A MAJORITY VOTE OF DIRECTORS, DESIGNATE TWO (2) OR MORE OF ITS DIRECTOR TO SERVE AS A COMMITTEE TO ADVISE THE CORPORATION ON ITS FINANCIAL AND INVESTMENT MANAGEMENT. THE TREASURER OF THE CORPORATION IS A MEMBER OF THE FINANCE COMMITTEE. IT SHALL BE THE DUTY OF THIS COMMITTEE TO PREPARE A BUDGET FOR THE FISCAL YEAR BEGINNING THE FIRST DAY OF JANUARY, AND TO SUBMIT IT TO THE DIRECTORS FOR APPROVAL AT THE LAST BOARD MEETING OF THE PREVIOUS YEAR. THE FINANCE COMMITTEE MAY FROM TIME TO TIME SUBMIT AMENDMENTS TO THE BUDGET FOR THE CURRENT FISCAL YEAR, WHICH MAY BE ADOPTED BY A MAJORITY VOTE. THE FINANCE COMMITTEE IS RESPONSIBLE FOR SELECTING AND CONTRACTING INDEPENDENT AUDITOR TO PERFORM THE COMPILATION AND ANNUAL AUDIT UNLESS THE ORGANIZATION NEEDS AN AUDIT COMMITTEE IN ACCORDANCE WITH THE NONPROFIT INTEGRITY ACT OF 2004. THIS IS THE SAME PROCESS AS IN THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
| EXECUTIVE COMMITTEE | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE COMPOSED OF IMMEDIATE PAST PRESIDENT, PRESIDENT, VICE PRESIDENT, TREASURER, AND SECRETARY. THE EXECUTIVE COMMITTEE SHALL BE CHAIRED BY THE PRESIDENT. IN THE EVENT THE SECRETARY OR TREASURER, OR THEIR DESIGNEE, IS AN EMPLOYEE OF THE ORGANIZATION, THE SECRETARY OR TREASURER, OR SUCH DESIGNEE, WILL REMAIN A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED BY THE PRESIDENT, EXECUTIVE DIRECTOR OR BY ANY TWO DIRECTORS. THE BOARD OF DIRECTORS MAY DELEGATE TO THE EXECUTIVE COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION, EXCEPT WITH RESPECT TO: A) FILLING OF VACANCIES ON THE BOARD OR ON ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD; B) THE FIXING OF COMPENSATION FOR THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE; C) THE AMENDMENT OR REPEAL OF BYLAWS OR THE ADOPTION OF NEW BYLAWS; D) THE AMENDMENT OR REPEAL OR ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SUBJECT TO AMENDMENT OR REPEAL; AND E) THE APPOINTMENT OF COMMITTEES OF THE BOARD OR MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE MET 4 TIMES DURING 2010. | PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA HOSPICE FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 E CANON PERDIDO L | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770009462 | EIN |
| Primary Activities | PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | SUPPORTING, TYPE III | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA HOSPICE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 1863291 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments