Civic Intelligence

Santa Barbara Hospice Foundation

EIN 77-0009462 • 501(c)3 • Santa Barbara, CA

Profile

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

2050 Alameda Padre Serra 100Santa Barbara, CA 93103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

2nd percentile

-148%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

41st percentile

3.0%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-67%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$43,856,211

Up $3,018,955 (+7.4%) from 2023

Liabilities

Up

$23,970

Up $1,290 (+5.7%) from 2023

Net Assets

Up

$43,832,241

Up $3,017,665 (+7.4%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin2nd percentile

Revenue

Up

$1,598,062

Up $685,899 (+75%) from 2023

Expenses

Up

$2,278,647

Up $17,254 (+0.8%) from 2023

Net Income

Up

-$680,585

Up $668,645 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$43,856,211
Liabilities$23,970
Net Assets$43,832,241
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$1,598,062
Expenses$2,278,647
Net Income-$680,585
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,856,211
Liabilities
$23,970
Net assets
$43,832,241
Revenue
$1,598,062
Expenses
$2,278,647
Net income
-$680,585
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$14,004,043
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$32,990,362$26,472,516▼ $6,517,846
Investments Other Securities$7,217,040$16,811,938▲ $9,594,898
Cash and Non-Interest-Bearing Accounts$555,614$502,307▼ $53,307
Total Assets$40,837,256$43,856,211▲ $3,018,955
Other Assets Total$74,240$69,450▼ $4,790
Liabilities
Accounts Payable and Accrued Expenses$22,680$23,970▲ $1,290
Total Liabilities$22,680$23,970▲ $1,290
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,489,268$38,489,268→ $0
Net Assets Without Donor Restrictions$2,325,308$5,342,973▲ $3,017,665
Total Net Assets Fund Balance$40,814,576$43,832,241▲ $3,017,665
Total Liabilities and Net Assets / Fund Balance$40,837,256$43,856,211▲ $3,018,955

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,903,408--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$38,489,268-▲ $2,141,129-$38,489,268
2022$38,489,268-▲ $2,134,004-$38,489,268
2021$38,489,268-▲ $2,158,128-$38,489,268
2020$38,489,268-▲ $2,030,414-$38,489,268
2019$38,489,268-▲ $1,654,582-$38,489,268
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Tom BurkPresident
Andrew ChungTrustee
Angela GreenspanTrustee
Berkeley JohnsonTrustee
Courtney DesotoTrustee
Julianna MalisTrustee
Laurice DibTrustee
Linda KhachekTrustee
Michael ChampionTrustee
Tom SturgessTrustee
Tyler PowellTrustee
Kelly MarshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,597,919
Other Revenue
$143
Change in Net Assets
$-680,585

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,460,544
Revenue Not Reported on Financial Statements
$137,518
Revenue Not Reported on Form 990
$3,698,250
Other Revenue Adjustments
$137,518
Total Revenue per Audited Statements
$5,158,794
Total Revenue per Form 990
$1,598,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,130,932
Other Expenses$147,715
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,130,932--$2,130,932
Fees for Service Investment Mgmnt Fees-$137,518-$137,518
Fees for Services Accounting-$10,197-$10,197
Total Functional Expenses$2,130,932$147,715$0$2,278,647

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,278,647
Expenses per Audited Statements$2,141,129
Total Expenses per Audited Statements$2,141,129
Expenses Not Reported on Financial Statements$137,518
Other Expense Adjustments$137,518
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hospice of Santa Barbara IncSanta Barbara, CA501(c)(3)Hospice Services$2,130,932
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 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

“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.”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Hospice Foundation
EIN
77-0009462
Phone
8058821041
Address
2050 ALAMEDA PADRE SERRA 100, SANTA BARBARA, CA 93103

Signing Officer

Name
Tom Burk
Title
President
Phone
8058821041
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Burk
Formed
1983
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
John Britton
Phone
8059637811
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Santa barbara hospice foundation assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This oversight process has not changed year over 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 has adopted the provisions of financial accounting standards board asc subtopic 740-10, accounting for uncertainty in income taxes. This provision clarified the accounting for uncertainty in income taxes recognized in the foundation's financial statements and prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management of the foundation analyzed tax positions in all jurisdictions where the foundation is required to file an income tax return and concluded that the foundation had taken no uncertain tax positions that require adjustment to or disclosure in the financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses not included on form 990, part viii, line 3 137,518.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses not included on form 990, part viii, line 3 137,518.”

Raw XML AppendixShowing 400 of 563 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022680
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023970
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0HUTCHINSON AND BLOODGOOD LLP
IRS990/BooksInCareOfDetail/PhoneNum08059631837
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 EAST CARILLO STREET SUITE 303
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0555614
IRS990/CashNonInterestBearingGrp/EOYAmt0502307
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02130932
IRS990/CYInvestmentIncomeAmt01597919
IRS990/CYOtherExpensesAmt0147715
IRS990/CYOtherRevenueAmt0143
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-680585
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02278647
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01598062
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC., AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt038489268
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt038489268
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02130932
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010197
IRS990/FeesForServicesAccountingGrp/TotalAmt010197
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0137518
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0137518
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0TYLER POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM STURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm2BERKELEY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BURK
IRS990/Form990PartVIISectionAGrp/PersonNm4COURTNEY DESOTO
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA KHACHEK
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDREW CHUNG
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL CHAMPION
IRS990/Form990PartVIISectionAGrp/PersonNm8KELLY MARSH
IRS990/Form990PartVIISectionAGrp/PersonNm9LAURICE DIB
IRS990/Form990PartVIISectionAGrp/PersonNm10ANGELA GREENSPAN
IRS990/Form990PartVIISectionAGrp/PersonNm11JULIANNA MALIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0861273
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt02130932
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02130932
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02130932
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013267254
IRS990/GrossReceiptsAmt014004043
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0736646
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0736646
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07217040
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016811938
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032990362
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026472516
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012405981
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040814576
IRS990/NetAssetsOrFundBalancesEOYAmt043832241
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0861273
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0861273
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03698250
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02325308
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05342973
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt074240
IRS990/OtherAssetsTotalGrp/EOYAmt069450
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0143
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0143
IRS990/OtherRevenueTotalAmt0143
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TOM BURK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02106556
IRS990/PYInvestmentIncomeAmt0912157
IRS990/PYOtherExpensesAmt0154837
IRS990/PYOtherRevenueAmt06
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1349230
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02261393
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0912163
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-680585
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01597919
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0761308
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0861273
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0736646
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0761308
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt01597919
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0761308
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0761308
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01376731
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01376731
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0647112
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01376731
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01376731
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01376731
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02130932
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02130932
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0486135
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt01862866
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02617067
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02130932
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0486135
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01862866
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt02130932
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01376731
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt02130932
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02130932
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0HOSPICE OF SANTA BARBARA, INC., THE SOLE SUPPORTED ORGANIZATION OF THE FOUNDATION, HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND USES OF INCOME AND ASSETS OF THE FOUNDATION. DAVID SELBERG, CHIEF EXECUTIVE OFFICER OF HSB, ATTENDED EACH OF THE FOUNDATION'S QUARTERLY BOARD MEETINGS AND PROVIDED AN UPDATE ON HSB PROGRAMS AND FINANCIAL RESULTS FOR THE PREVIOUS QUARTER. COPIES OF ALL FOUNDATION FINANCIAL STATEMENTS AND QUARTERLY INVESTMENT REPORTS ARE CIRCULATED TO HSB AND SHARED WITH THEIR BOARD AND FINANCE COMMITTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt041954910
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt039934188
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0494850
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0658484
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt041390610
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt039201464
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0629324
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0599013
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt069450
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt074240
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt041325586
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt039335175
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01446396
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01376731
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt041954910
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt039934188
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01446396
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01376731
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237448586
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02130932
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOSPICE OF SANTA BARBARA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02130932
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010197
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt038489268
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt038489268
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02130932
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02141129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt027448
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt038489268
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt038489268
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02106556
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02134004
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt033077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt038489268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt038489268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02125051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02158128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt023349
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt038489268
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt038489268
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02007065
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02030414
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt029309
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt038489268
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt038489268
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01625273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01654582
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0137518
IRS990ScheduleD/ExpensesSubtotalAmt02141129
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03698250
IRS990ScheduleD/OtherExpensesNotIncludedAmt0137518
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0137518
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011307454
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12601076

Document Assets

No mirrored PDF or thumbnail assets are attached yet.