Civic Intelligence

Foundation for Santa Barbara High School

990 • Fiscal year 2021 • EIN 26-0312564

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 27, 2021

PO Box 158Santa Barbara, CA 93102

(805) 966-9101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$52,383

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

3.4%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$397,894

Down $57,882 (-13%) from 2020

Net Assets

Down

$397,894

Down $57,882 (-13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$469,622

Up $15,259 (+3.4%) from 2020

Expenses

Up

$527,504

Up $233,628 (+79%) from 2020

Net Income

Down

-$57,882

Down $218,369 (-136%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,332,586Liabilities 2017: $851Net Assets 2017: $3,331,7352017Assets 2018: $162,164Liabilities 2018: $0Net Assets 2018: $162,1642018Assets 2019: $290,091Liabilities 2019: $0Net Assets 2019: $290,0912019Assets 2020: $455,776Liabilities 2020: $0Net Assets 2020: $455,7762020Assets 2021: $397,894Liabilities 2021: $0Net Assets 2021: $397,8942021Assets 2022: $325,410Liabilities 2022: $0Net Assets 2022: $325,4102022Assets 2023: $290,089Liabilities 2023: $0Net Assets 2023: $290,0892023Assets 2024: $311,544Liabilities 2024: $0Net Assets 2024: $311,5442024

Highlighted filing

2021

Assets$397,894
Liabilities$0
Net Assets$397,894

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $1,129,802Expenses 2017: $123,596Net Income 2017: $1,006,2062017Revenue 2018: $1,126,867Expenses 2018: $4,170,721Net Income 2018: -$3,043,8542018Revenue 2019: $1,342,982Expenses 2019: $1,215,055Net Income 2019: $127,9272019Revenue 2020: $454,363Expenses 2020: $293,876Net Income 2020: $160,4872020Revenue 2021: $469,622Expenses 2021: $527,504Net Income 2021: -$57,8822021Revenue 2022: $514,737Expenses 2022: $587,221Net Income 2022: -$72,4842022Revenue 2023: $343,345Expenses 2023: $378,666Net Income 2023: -$35,3212023Revenue 2024: $276,838Expenses 2024: $255,384Net Income 2024: $21,4542024

Highlighted filing

2021

Revenue$469,622
Expenses$527,504
Net Income-$57,882
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$469,622
Mission and Program Overview

Mission

The foundation for sbhs partners with sbhs leadership to evaluate and fund emergent needs that are outside the scope of the school budget.

We fund projects that will strengthen the academic program at santa barbara high school so that all students have the opportunity to excel both inside and outside the classroom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$455,776$397,894▼ $57,882
Total Assets$455,776$397,894▼ $57,882
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$313,883$267,479▼ $46,404
Net Assets With Donor Restrictions$141,893$130,415▼ $11,478
Total Net Assets Fund Balance$455,776$397,894▼ $57,882
Total Liabilities and Net Assets / Fund Balance$455,776$397,894▼ $57,882
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathryn JacobsExecutive DirectorPT$52,383$52,383

Board Members and Trustees

NameTitle
Greg TebbePresident
Erin StephensVice President
Amanda TwiningDirector
Barbara HageDirector
Dave DawsonDirector
Erin SpenceDirector
Heather EkelerDirector
Jenn GriffinDirector
Kate MurphyDirector
Kim ThomasDirector
Rebecca BorgioliDirector
Lisa AvianiSecretary
Ryan SiemensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$468,550
Program Service Revenue
$0
Investment Income
$1,072
Other Revenue
$0
All Other Contributions
$468,550
Change in Net Assets
$-57,882

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$92,544Fair Market Value
Total Noncash Contributions9$92,544-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$426,304
Salaries, Compensation, and Employee Benefits$78,114
Total Fundraising Expense$29,212
Other Expenses$23,086
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$426,304--$426,304
Current Officers, Directors, Trustees, and Key Employees$10,627$21,253$21,253$53,133
Other Salaries and Wages-$18,624-$18,624
Payroll Taxes$941$3,533$1,883$6,357
Fees for Services Accounting-$2,000-$2,000
Fees for Services Other$230$861$459$1,550
Office Expenses$142$844$284$1,270
Insurance$228$456$456$1,140
Other Expenses$83$166$166$415
Advertising$50-$50$100
Information Technology$6-$6$12
Total Functional Expenses$445,900$52,392$29,212$527,504
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Unified School DistrictSanta Barbara, CA501(c)(3)Grants for Capital Campaign and School Programs.$400,304
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The draft 990 is provided to all board members prior to filing.

Form 990, Part VI, Section B, Line 12C

All board members are required to complete a conflict of interest form annually.

Form 990, Part VI, Section C, Line 18

The organization has form 1023 along with the originally filed bylaws for the organization and form 990 available to the public upon request. Documents are also available at guidestar.com.

Form 990, Part VI, Section C, Line 19

The organization's conflict of interest policy, financial statements and governing documents are made available at the organization's office during normal business hours or by request.

Filing and Contact Details

Filer

Filer Name
Foundation for Santa Barbara High School
EIN
26-0312564
Phone
8059669101
Address
PO BOX 158, SANTA BARBARA, CA 93102

Signing Officer

Name
Greg Tebbe
Title
Current President
Phone
8059669101
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Tebbe
Formed
2008
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
25

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
Vanessa M Garcia
Phone
8059664157
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0455776
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0397894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0468550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0453759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01340414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01122093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01123842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04508658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04869
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012693
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01194
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97730
IRS990ScheduleA/PublicSupportPY170Pct00.99500
IRS990ScheduleA/PublicSupportTotal170Amt04418773
IRS990ScheduleA/SubstantialContributorsTotAmt089885
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0468550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0453759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01340414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01122093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01123842
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04508658
IRS990ScheduleA/TotalSupportAmt04521351
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0400304
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt026000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0FOOD TRAILER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANTS FOR CAPITAL CAMPAIGN AND SCHOOL PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0300690985
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0720 SANTA BARBARA STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DISTRIBUTED $241,333 IN FUNDS TO SANTA BARBARA HIGH SCHOOL. IN THE SPRING, THE SCHOOL ADMINISTRATION PRESENTS A LIST OF PROJECTS THAT IT WOULD LIKE TO HAVE FUNDED TO THE BOARD OF DIRECTORS. THE BOARD CONVENES A GRANT OR ALLOCATION COMMITTEE TO REVIEW THE REQUESTS AND SEEK ADDITIONAL INFORMATION ABOUT THE PROJECTS AND PROGRAMS FUNDED. THE COMMITTEE RECOMMENDS THE PROJECTS IT BELIEVES ARE MOST NEEDED AND CONSISTENT WITH OUR MISSION. THE FULL BOARD THEN APPROVES THE EXPENDITURES OR ALLOCATIONS. AFTER THE ALLOCATIONS ARE MADE, THE BOARD REQUESTS THAT EACH PROJECT OR PROGRAM FUNDED MAKE A PRESENTATION TO OUR BOARD ON THE USE OF FUNDS. AT TIMES, THE BOARD DOES APPROVE OF ADDITIONAL MID-YEAR ALLOCATIONS TO PROJECTS AND PROGRAMS AT THE SCHOOL. AGAIN, THE PRINCIPAL (OR OTHER STAFF MEMBER) PRESENTS INFORMATION TO THE GRANT COMMITTEE FOR VETTING BEFORE RECOMMENDATIONS ARE MADE TO THE FULL BOARD FOR A VOTE. INCLUDED IN THIS ALLOCATION, ARE FUNDS PROVIDED AS DIRECT AID TO FAMILIES IMPACTED BY THE PANDEMIC. THE DONATIONS, TOTALING $75,871 WERE EARMARKED DURING A HOLIDAY GIFT DRIVE WITH THE EXPLICIT UNDERSTANDING THAT DONATION WOULD BE MADE TO SBHS FAMILIES WHO HAD BEEN NEGATIVELY IMPACTED BY COVID, EITHER THROUGH LOSS OF WORK, ILLNESS, DEATH, ETC. THE SHOOL FAMILY LIAISON AND DEAN OF STUDENTS WORKED TO IDENTIFY FAMILIES AND STUDENTS AND DISTRIBUTED THWE FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTED $56,375 IN DONOR DIRECTED GIFTS TO SANTA BARBARA HIGH SCHOOL. THESE GIFTS WERE MADE FOR CHARITABLE PURPOSES AT SANTA BARBARA HIGH SCHOOL, BUT WERE MADE AT THE REQUEST OF A DONOR AS OPPOSED TO THE DIRECTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES DONOR DIRECTED GIFTS TO THE SCHOOL AN ENSURES THE FUNDS ARE EXPENDED FOR THE CHARITABLE PURPOSE TO WHICH THEY WERE DIRECTED. THE FOUNDATION EXPENSED $102,596 TO BUILD DONOR WALLS AND SEAT PLAQUES IN THE NEW PEABODY STADIUM. THESE FUNDS WERE RAISED AS PART OF THE PREVIOUS CAPITAL CAMPAIGN TO BUILD A NEW STADIUM, TRACK AND FIELD COMPLEX AT THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt09
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt092544
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS FORM 1023 ALONG WITH THE ORIGINALLY FILED BYLAWS FOR THE ORGANIZATION AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. DOCUMENTS ARE ALSO AVAILABLE AT GUIDESTAR.COM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS OR BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0455776
IRS990/TotalAssetsEOYAmt0397894
IRS990/TotalAssetsGrp/BOYAmt0455776
IRS990/TotalAssetsGrp/EOYAmt0397894
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0445900
IRS990/TotalFunctionalExpensesGrp/TotalAmt0527504
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0455776
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0397894
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt052383
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
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