Civic Intelligence

Eric and Kelly Schwartz Charitable Trust

990 • Fiscal year 2019 • EIN 47-4959497

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization ProfileN/A
1776 Pleasant Plain RdFairfield, IA 52556

(641) 472-1500

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

30th percentile

-1.2%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$373,196

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$49,402,317

Up $6,988,709 (+16%) from 2018

Net Assets

Up

$49,402,317

Up $6,988,709 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin30th percentile

Revenue

Down

$1,683,190

Down $1,096,267 (-39%) from 2018

Expenses

Up

$1,703,251

Up $838,809 (+97%) from 2018

Net Income

Down

-$20,061

Down $1,935,076 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$400M$300M$200M$100M$0Assets 2015: $14,466,665Liabilities 2015: $0Net Assets 2015: $14,466,6652015Assets 2016: $29,573,529Liabilities 2016: $125,984Net Assets 2016: $29,447,5452016Assets 2017: $33,877,765Liabilities 2017: $0Net Assets 2017: $33,877,7652017Assets 2018: $42,413,608Liabilities 2018: $0Net Assets 2018: $42,413,6082018Assets 2019: $49,402,317Liabilities 2019: $0Net Assets 2019: $49,402,3172019Assets 2020: $50,785,851Liabilities 2020: $0Net Assets 2020: $50,785,8512020Assets 2021: $64,567,604Liabilities 2021: $0Net Assets 2021: $64,567,6042021Assets 2022: $126,690,369Liabilities 2022: $0Net Assets 2022: $126,690,3692022Assets 2023: $249,210,076Liabilities 2023: $0Net Assets 2023: $249,210,0762023Assets 2024: $332,507,517Liabilities 2024: $0Net Assets 2024: $332,507,5172024

Highlighted filing

2019

Assets$49,402,317
Liabilities$0
Net Assets$49,402,317
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$100M$50M$0-$50MRevenue 2015: $14,466,665Expenses 2015: $0Net Income 2015: $14,466,6652015Revenue 2016: $19,326,053Expenses 2016: $868,390Net Income 2016: $18,457,6632016Revenue 2017: $2,577,326Expenses 2017: $1,333,090Net Income 2017: $1,244,2362017Revenue 2018: $2,779,457Expenses 2018: $864,442Net Income 2018: $1,915,0152018Revenue 2019: $1,683,190Expenses 2019: $1,703,251Net Income 2019: -$20,0612019Revenue 2020: $1,557,723Expenses 2020: $968,112Net Income 2020: $589,6112020Revenue 2021: $3,929,578Expenses 2021: $637,828Net Income 2021: $3,291,7502021Revenue 2022: $3,097,110Expenses 2022: $1,069,155Net Income 2022: $2,027,9552022Revenue 2023: $99,678,800Expenses 2023: $2,318,855Net Income 2023: $97,359,9452023Revenue 2024: $13,710,678Expenses 2024: $2,527,101Net Income 2024: $11,183,5772024

Highlighted filing

2019

Revenue$1,683,190
Expenses$1,703,251
Net Income-$20,061
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$1,683,190
Mission and Program Overview

Mission

To support the santa barbara foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,413,608$49,402,317▲ $6,988,709
Investments Other Securities$40,801,629$48,800,639▲ $7,999,010
Savings and Temporary Cash Investments$1,611,979$601,678▼ $1,010,301
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$42,413,608$49,402,317▲ $6,988,709
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,413,608$49,402,317▲ $6,988,709
Total Liabilities and Net Assets / Fund Balance$42,413,608$49,402,317▲ $6,988,709

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$48,800,639--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Janet MockerTrustee
Jonathan RudneyTrustee
Kelly SchwartzTrustee
Ron Gallo Edd Until 123119Trustee
Eric SchwartzTrustee, Principal Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$990,240
Program Service Revenue
$0
Investment Income
$692,950
Other Revenue
$0
All Other Contributions
$990,240
Change in Net Assets
$-20,061

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock1$990,240Appraisal
Total Noncash Contributions1$990,240-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,579,500
Other Expenses$123,751
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,579,500--$1,579,500
Fees for Services Management-$110,272-$110,272
Fees for Services Accounting-$12,600-$12,600
Fees for Services Other-$144-$144
Other Expenses-$10-$10
Total Functional Expenses$1,579,500$123,751$0$1,703,251
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maharishi University of Management FoundationFairfield, IA501(c)(3)In Support of Santa Barbara Foundation. Grant for General Support.$1,429,500
Center for Advancement of Integrative HealthBethesda, MD501(c)(3)In Support of Santa Barbara Foundation. Grant for General Support.$150,000
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Eric schwartz, trustee, and kelly schwartz, trustee, have a family relationship. Eric schwartz, trustee, and jonathan rudney, trustee, have a business relationship. Ron gallo, trustee, and janet mocker, trustee, have a business relationship.”

Form 990, Part VI, Section A, Line 7A

“Santa barbara foundation, the supported organization of the filing organization, is entitled to appoint, replace, and remove a majority of the board of trustees. The supported organization has appointed three (3) of the current five (5) trustees.”

Form 990, Part VI, Section A, Line 7B

“Certain board actions described in the bylaws may be taken only with prior consent of santa barbara foundation, the supported organization of the filing organization.”

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

“The organization provides a copy of form 990 to all trustees before filing with the irs.”

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

“The organization has a conflict of interest policy which requires all interested persons to disclose potential conflicts of interest. This conflict of interest policy is regularly monitored and enforced.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

FORM 990, PART VII, SECTION A:

“Ron gallo, trustee, is the president and ceo of, and receives compensation from, santa barbara foundation, the supported organization. Janet mocker, trustee, is chief financial officer of, and receives compensation from, santa barbara foundation, the supported organization. Trustees are not compensated for services provided to the filing organization.”

Filing and Contact Details

Filer

Filer Name
Eric and Kelly Schwartz Charitable Trust
EIN
47-4959497
Phone
6414721500
Address
1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556

Signing Officer

Name
Eric Schwartz
Title
Trustee
Phone
6414721500
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Schwartz
Formed
2015
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Shawna Huls
Phone
3192985333
Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ERIC AND KELLY SCHWARTZ CHARITABLE TRUST HOLDS STOCK IN CAMBRIDGE INVESTMENT GROUP, INC., AN IOWA CORPORATION ("CAMBRIDGE"). CAMBRIDGE IS A CLOSELY-HELD CORPORATION WHOSE SHARES ARE NOT REGISTERED FOR TRADING ON ANY EXCHANGE. ERIC SCHWARTZ, DIRECTLY OR INDIRECTLY, OWNS A MAJORITY INTEREST IN CAMBRIDGE. ERIC SCHWARTZ IS THE FOUNDER AND CHAIRMAN OF THE BOARD OF CAMBRIDGE. IN ADDITION, ERIC SCHWARTZ IS EMPLOYED BY CAMBRIDGE AS THE EXECUTIVE CHAIRMAN OF THE BOARD AND RECEIVES COMPENSATION FOR SUCH POSITION. THE CHARITABLE TRUST IS A MINORITY SHAREHOLDER OF CAMBRIDGE. SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, HAS APPOINTED THREE (3) OF THE CURRENT FIVE (5) TRUSTEES AND CONTROLS THE GOVERNANCE OF THE FILING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE EXPLANATION FOR LINE 9B ABOVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 9B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 9C:
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IN SUPPORT OF SANTA BARBARA FOUNDATION. GRANT FOR GENERAL SUPPORT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1IN SUPPORT OF SANTA BARBARA FOUNDATION. GRANT FOR GENERAL SUPPORT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAHARISHI UNIVERSITY OF MANAGEMENT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CENTER FOR ADVANCEMENT OF INTEGRATIVE HEALTH
IRS990ScheduleI/RecipientTable/RecipientEIN0391896290
IRS990ScheduleI/RecipientTable/RecipientEIN1821791416
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0DREIER BUILDING
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16725 HONEST DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BETHESDA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120817
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR GRANT ADMINISTRATION AND MAINTAINS DETAILED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0290365
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1162025
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt027334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt116449
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt055497
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119026
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RON GALLO EDD UNTIL 123119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JANET MOCKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0373196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1197500
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. RON GALLO, TRUSTEE IS PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. SANTA BARBARA FOUNDATION UTILIZES THE FOLLOWING METHODS TO ESTABLISH CEO COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt0990240
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION TRACKS THE NUMBER OF CONTRIBUTIONS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ERIC SCHWARTZ, TRUSTEE, AND KELLY SCHWARTZ, TRUSTEE, HAVE A FAMILY RELATIONSHIP. ERIC SCHWARTZ, TRUSTEE, AND JONATHAN RUDNEY, TRUSTEE, HAVE A BUSINESS RELATIONSHIP. RON GALLO, TRUSTEE, AND JANET MOCKER, TRUSTEE, HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE, AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. THE SUPPORTED ORGANIZATION HAS APPOINTED THREE (3) OF THE CURRENT FIVE (5) TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN BOARD ACTIONS DESCRIBED IN THE BYLAWS MAY BE TAKEN ONLY WITH PRIOR CONSENT OF SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO ALL TRUSTEES BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL INTERESTED PERSONS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THIS CONFLICT OF INTEREST POLICY IS REGULARLY MONITORED AND ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RON GALLO, TRUSTEE, IS THE PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. JANET MOCKER, TRUSTEE, IS CHIEF FINANCIAL OFFICER OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951866094
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01111 CHAPALA STREET STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt042413608
IRS990/TotalAssetsEOYAmt049402317
IRS990/TotalAssetsGrp/BOYAmt042413608
IRS990/TotalAssetsGrp/EOYAmt049402317
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0990240
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0123751
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01579500
IRS990/TotalFunctionalExpensesGrp/TotalAmt01703251
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042413608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049402317
IRS990/TotalOtherCompensationAmt0118306
IRS990/TotalProgramServiceExpensesAmt01579500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0692950

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,402,317
Liabilities
$0
Net assets
$49,402,317
Revenue
$1,683,190
Expenses
$1,703,251
Net income
-$20,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$0.00$333$13.7$2.53$11.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$249$0.00$249$99.7$2.32$97.4
2022Detailed filing. Detailed filing data is available for this year.$127$0.00$127$3.10$1.07$2.03
2021Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$3.93$0.64$3.29
2020Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$1.56$0.97$0.59
2019Detailed filing. Detailed filing data is available for this year.$49.4$0.00$49.4$1.68$1.70$0.02
2018Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$2.78$0.86$1.92
2017Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$2.58$1.33$1.24
2016Detailed filing. Detailed filing data is available for this year.$29.6$0.13$29.4$19.3$0.87$18.5
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$14.5$0.00$14.5