Civic Intelligence

Santa Barbara Hospice Foundation

990 • Fiscal year 2014 • EIN 77-0009462

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 20, 2014

Organization ProfileN/A
2050 Alameda Padre Serra No 10093103

(805) 882-1041

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

97th percentile

77%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

168%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$39,487,548

Up $4,526,332 (+13%) from 2013

Net Assets

Up

$39,460,698

Up $6,335,298 (+19%) from 2013

Liabilities

Down

$26,850

Down $1,808,966 (-99%) from 2013

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin97th percentile

Revenue

Up

$6,395,046

Up $4,004,840 (+168%) from 2013

Expenses

Up

$1,460,851

Up $60,998 (+4.4%) from 2013

Net Income

Up

$4,934,195

Up $3,943,842 (+398%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$60M$40M$20M$0Assets 2011: $34,945,374Liabilities 2011: $2,139,487Net Assets 2011: $32,805,8872011Assets 2012: $32,218,408Liabilities 2012: $1,968,638Net Assets 2012: $30,249,7702012Assets 2013: $34,961,216Liabilities 2013: $1,835,816Net Assets 2013: $33,125,4002013Assets 2014: $39,487,548Liabilities 2014: $26,850Net Assets 2014: $39,460,6982014Assets 2015: $38,095,687Liabilities 2015: $28,966Net Assets 2015: $38,066,7212015Assets 2016: $36,500,738Liabilities 2016: $20,896Net Assets 2016: $36,479,8422016Assets 2017: $39,733,524Liabilities 2017: $22,430Net Assets 2017: $39,711,0942017Assets 2018: $40,463,216Liabilities 2018: $23,267Net Assets 2018: $40,439,9492018Assets 2019: $40,626,814Liabilities 2019: $22,982Net Assets 2019: $40,603,8322019Assets 2020: $39,336,495Liabilities 2020: $22,119Net Assets 2020: $39,314,3762020Assets 2021: $47,656,629Liabilities 2021: $37,463Net Assets 2021: $47,619,1662021Assets 2022: $39,656,029Liabilities 2022: $24,571Net Assets 2022: $39,631,4582022Assets 2023: $40,837,256Liabilities 2023: $22,680Net Assets 2023: $40,814,5762023Assets 2024: $43,856,211Liabilities 2024: $23,970Net Assets 2024: $43,832,2412024

Highlighted filing

2014

Assets$39,487,548
Liabilities$26,850
Net Assets$39,460,698
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,051,475Expenses 2011: $1,629,901Net Income 2011: $421,5742011Revenue 2012: $590,935Expenses 2012: $1,484,609Net Income 2012: -$893,6742012Revenue 2013: $2,390,206Expenses 2013: $1,399,853Net Income 2013: $990,3532013Revenue 2014: $6,395,046Expenses 2014: $1,460,851Net Income 2014: $4,934,1952014Revenue 2015: $1,711,327Expenses 2015: $1,901,459Net Income 2015: -$190,1322015Revenue 2016: $2,096,767Expenses 2016: $1,467,055Net Income 2016: $629,7122016Revenue 2017: $1,581,581Expenses 2017: $1,361,807Net Income 2017: $219,7742017Revenue 2018: $2,960,266Expenses 2018: $1,538,530Net Income 2018: $1,421,7362018Revenue 2019: $1,650,879Expenses 2019: $1,735,585Net Income 2019: -$84,7062019Revenue 2020: $1,629,359Expenses 2020: $1,745,789Net Income 2020: -$116,4302020Revenue 2021: $2,904,950Expenses 2021: $2,187,202Net Income 2021: $717,7482021Revenue 2022: $2,770,973Expenses 2022: $2,269,705Net Income 2022: $501,2682022Revenue 2023: $912,163Expenses 2023: $2,261,393Net Income 2023: -$1,349,2302023Revenue 2024: $1,598,062Expenses 2024: $2,278,647Net Income 2024: -$680,5852024

Highlighted filing

2014

Revenue$6,395,046
Expenses$1,460,851
Net Income$4,934,195
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 20, 2014
Return Version
2013v3.0
Gross Receipts
$30,730,427
Mission and Program Overview

Mission

To provide financial support to hospice of santa barbara, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,808,660$34,802,353▲ $3,993,693
Investments Other Securities$2,737,989$4,464,902▲ $1,726,913
Savings and Temporary Cash Investments$1,315,007$216,458▼ $1,098,549
Total Assets$34,961,216$39,487,548▲ $4,526,332
Other Assets Total$99,560$3,835▼ $95,725
Liabilities
Accounts Payable and Accrued Expenses$34,285$26,850▼ $7,435
Total Liabilities$34,285$26,850▼ $7,435
Net Assets / Fund Balance
Permanently Rstr Net Assets$38,489,268$38,489,268→ $0
Temporarily Rstr Net Assets-$971,430-
Unrestricted Net Assets$-3,562,337$0▲ $3,562,337
Total Net Assets Fund Balance$34,926,931$39,460,698▲ $4,533,767
Total Liabilities and Net Assets / Fund Balance$34,961,216$39,487,548▲ $4,526,332

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,434,871--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$34,926,931-▲ $5,785,478$1,217,993$39,460,698
2012$32,201,242-▲ $4,080,886$1,317,340$34,926,931
2011$34,926,704-▼ $1,252,275$1,437,619$32,201,242
2010$30,564,486-▲ $6,362,127$1,959,896$34,926,704
2009$28,547,781$-69,580▲ $3,829,386$1,697,458$30,564,486
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Bruce McroyBoard Chair
Alan MillerTrustee
Andrew GiffordTrustee
George KolvaTrustee
Jackie MarstonTrustee
Kurt Ransohoff MdTrustee
Mark LevineTrustee
Meriann PlamondonTrustee
Michael SteinTrustee
Robert BodineTrustee
Sam CapraTrustee
Gamble ParksSecretary
Donna Dawson CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,395,046
Other Revenue
$0
Change in Net Assets
$4,934,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,185,906
Revenue Not Reported on Financial Statements
$209,140
Revenue Not Reported on Form 990
$-400,428
Other Revenue Adjustments
$209,140
Total Revenue per Audited Statements
$5,785,478
Total Revenue per Form 990
$6,395,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,217,993
Other Expenses$242,858
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,217,993--$1,217,993
Fees for Service Investment Mgmnt Fees-$208,972-$208,972
Fees for Services Accounting-$28,750-$28,750
Insurance-$4,630-$4,630
Conferences and Meetings-$158-$158
Other Expenses-$30-$30
Total Functional Expenses$1,217,993$242,858$0$1,460,851

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,460,851
Expenses per Audited Statements$1,251,711
Total Expenses per Audited Statements$1,251,711
Expenses Not Reported on Financial Statements$209,140
Other Expense Adjustments$209,140
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-7448586-501(c)(3)Hospice Services$1,217,993
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
Audit committee
Yes
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 11

“A copy of the form 990 is mailed to each board member one week prior to the regularly scheduled board meeting immediately preceding the anticipated filing date of the return. Time for discussion and review of the return is scheduled for this meeting.”

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

“The organization obtained conflict of interest statements from each trustee upon their election to the board. All board members receive a copy of the written conflict of interest policy annually. Each board member shall review the policy and submit for the record any existing conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Form 990, Part VI, Line 8

“The director of operations of hospice of santa barbara, inc. Documents meetings of the board of trustees. The minutes are approved by the board at the subsequent meeting.”

Filing and Contact Details

Filer

EIN
77-0009462
Phone
8058821041

Signing Officer

Name
Donna M Dawson
Title
Treasurer
Phone
8058821041
Signed
2014-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna M Dawson
Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
13

Preparer

Preparer
Catherine Macaulay
Phone
8059631837
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 20

“In prior years, the foundation's accounting policy was to pay the distribution to hospice of santa barbara, inc. For their fiscal year in four quarterly payments beginning with the subsequent calendar year. This resulted in four quarterly payments reflected in the statement of activity with six quarterly payments accrued as of the foundation's year end. The accounting policy has been changed to reflect as program services in the statement of activity the payments made to hospice of santa barbara, inc. During the foundation's fiscal year in accordance with the foundation's spending policy. As a result of this change, net assets increased $149,941 as of june 30, 2012 and $1,801,531 as of june 30, 2013 for a cumulative increase of $1,951,472. On the june 30, 2014 audited financial statements and the 2013 form 990, the prior year amounts have been restated to reflect the new accounting policy.”

Form 990, Part XII, Line 2C

“There were no changes to the oversight or selection process during the year.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment consists of the funds established to support hospice of santa barbara, inc.”

PART X, LINE 2:

“The foundation's irs form 990 is subject to review and examination by federal and state authorities. The foundation is not aware of any activities that would jeopardize its tax-exempt status. The foundation is not aware of any activities that are subject to tax on unrelated business income, excise or other taxes. The foundation's tax returns from the year 2010 to the present remain subject to examination by the irs for federal purposes, and the tax years from 2009 to the present remain subject to examination by the state of california.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses not included on form 990, part viii, line 3 209,140.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses not included on form 990, part viii 209,140.”

Raw XML AppendixShowing 400 of 485 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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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05455746
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-400428
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt099560
IRS990/OtherAssetsTotalGrp/EOYAmt03835
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN INCOME TAX
IRS990/OtherExpensesGrp/Desc1TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0168
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt230
IRS990/OtherExpensesGrp/TotalAmt0168
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/OtherExpensesGrp/TotalAmt230
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt038489268
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt038489268
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONNA M DAWSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01317340
IRS990/PYInvestmentIncomeAmt02390206
IRS990/PYOtherExpensesAmt0224226
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0840412
IRS990/PYSalariesCompEmpBnftPaidAmt08228
IRS990/PYTotalExpensesAmt01549794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02390206
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04934195
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01315007
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0216458
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237448586
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01217993
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10HOSPICE OF SANTA BARBARA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01217993
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt033718
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt034926931
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt039460698
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05785478
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01217993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt037857
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt032201242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt034926931
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04080886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01317340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt035568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt034926704
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt032201242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1252275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01437619
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt040013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt030564486
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt034926704
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06362127
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01959896
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt045643
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028547781
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0-69580
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt030564486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03829386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01697458
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0209140
IRS990ScheduleD/ExpensesSubtotalAmt01251711
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-400428
IRS990ScheduleD/OtherExpensesNotIncludedAmt0209140
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0209140
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0388141
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11178383
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21463507
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31434871
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GOLDEN TREE OFFSHORE FUND, LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CRESCENT CAPITAL HIGH INCOME FUND, L.P.
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MAVERICK STABLE FUND, LTD.
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PACIFIC HEDGED STRATEGIES, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97540
IRS990ScheduleD/RevenueNotReportedAmt0-400428
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0209140
IRS990ScheduleD/RevenueSubtotalAmt06185906
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT CONSISTS OF THE FUNDS ESTABLISHED TO SUPPORT HOSPICE OF SANTA BARBARA, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S IRS FORM 990 IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. THE FOUNDATION'S TAX RETURNS FROM THE YEAR 2010 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL PURPOSES, AND THE TAX YEARS FROM 2009 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 3 209,140.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII 209,140.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02460
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04464902
IRS990ScheduleD/TotalExpensesPerForm990Amt01460851
IRS990ScheduleD/TotalRevenuePerForm990Amt06395046
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05785478
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01251711
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01217993
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HOSPICE SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HOSPICE OF SANTA BARBARA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237448586
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102050 ALAMEDA PADRE SERRA STE 100
IRS990ScheduleI/RecipientTable/USAddress/City0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode093103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SANTA BARBARA HOSPICE FOUNDATION OPERATES EXCLUSIVELY TO SUPPORT HOSPICE OF SANTA BARBARA, INC., A CHARITABLE ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN PRIOR YEARS, THE FOUNDATION'S ACCOUNTING POLICY WAS TO PAY THE DISTRIBUTION TO HOSPICE OF SANTA BARBARA, INC. FOR THEIR FISCAL YEAR IN FOUR QUARTERLY PAYMENTS BEGINNING WITH THE SUBSEQUENT CALENDAR YEAR. THIS RESULTED IN FOUR QUARTERLY PAYMENTS REFLECTED IN THE STATEMENT OF ACTIVITY WITH SIX QUARTERLY PAYMENTS ACCRUED AS OF THE FOUNDATION'S YEAR END. THE ACCOUNTING POLICY HAS BEEN CHANGED TO REFLECT AS PROGRAM SERVICES IN THE STATEMENT OF ACTIVITY THE PAYMENTS MADE TO HOSPICE OF SANTA BARBARA, INC. DURING THE FOUNDATION'S FISCAL YEAR IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY. AS A RESULT OF THIS CHANGE, NET ASSETS INCREASED $149,941 AS OF JUNE 30, 2012 AND $1,801,531 AS OF JUNE 30, 2013 FOR A CUMULATIVE INCREASE OF $1,951,472. ON THE JUNE 30, 2014 AUDITED FINANCIAL STATEMENTS AND THE 2013 FORM 990, THE PRIOR YEAR AMOUNTS HAVE BEEN RESTATED TO REFLECT THE NEW ACCOUNTING POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS MAILED TO EACH BOARD MEMBER ONE WEEK PRIOR TO THE REGULARLY SCHEDULED BOARD MEETING IMMEDIATELY PRECEDING THE ANTICIPATED FILING DATE OF THE RETURN. TIME FOR DISCUSSION AND REVIEW OF THE RETURN IS SCHEDULED FOR THIS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION OBTAINED CONFLICT OF INTEREST STATEMENTS FROM EACH TRUSTEE UPON THEIR ELECTION TO THE BOARD. ALL BOARD MEMBERS RECEIVE A COPY OF THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY. EACH BOARD MEMBER SHALL REVIEW THE POLICY AND SUBMIT FOR THE RECORD ANY EXISTING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DIRECTOR OF OPERATIONS OF HOSPICE OF SANTA BARBARA, INC. DOCUMENTS MEETINGS OF THE BOARD OF TRUSTEES. THE MINUTES ARE APPROVED BY THE BOARD AT THE SUBSEQUENT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE WERE NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10HOSPICE OF SANTA BARBARA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237448586
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPICE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102050 ALAMEDA PADRE SERRA SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode093103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,487,548
Liabilities
$26,850
Net assets
$39,460,698
Revenue
$6,395,046
Expenses
$1,460,851
Net income
$4,934,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.9$0.02$43.8$1.60$2.28$0.68
2023Detailed filing. Detailed filing data is available for this year.$40.8$0.02$40.8$0.91$2.26$1.35
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.02$39.6$2.77$2.27$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.7$0.04$47.6$2.90$2.19$0.72
2020Detailed filing. Detailed filing data is available for this year.$39.3$0.02$39.3$1.63$1.75$0.12
2019Detailed filing. Detailed filing data is available for this year.$40.6$0.02$40.6$1.65$1.74$0.08
2018Detailed filing. Detailed filing data is available for this year.$40.5$0.02$40.4$2.96$1.54$1.42
2017Detailed filing. Detailed filing data is available for this year.$39.7$0.02$39.7$1.58$1.36$0.22
2016Detailed filing. Detailed filing data is available for this year.$36.5$0.02$36.5$2.10$1.47$0.63
2015Detailed filing. Detailed filing data is available for this year.$38.1$0.03$38.1$1.71$1.90$0.19
2014Detailed filing. Detailed filing data is available for this year.$39.5$0.03$39.5$6.40$1.46$4.93
2013Summary only. Only limited summary data is available for this year.$35.0$1.84$33.1$2.39$1.40$0.99
2012Summary only. Only limited summary data is available for this year.$32.2$1.97$30.2$0.59$1.48$0.89
2011Summary only. Only limited summary data is available for this year.$34.9$2.14$32.8$2.05$1.63$0.42