Civic Intelligence

Santa Barbara Hospice Foundation

990 • Fiscal year 2015 • EIN 77-0009462

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Organization ProfileN/A
2050 Alameda Padre Serra No 100Santa Barbara, CA 93103

(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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.02x

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

12th percentile

-11%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

22nd percentile

-3.5%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-73%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$38,095,687

Down $1,391,861 (-3.5%) from 2014

Net Assets

Down

$38,066,721

Down $1,393,977 (-3.5%) from 2014

Liabilities

Up

$28,966

Up $2,116 (+7.9%) from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin12th percentile

Revenue

Down

$1,711,327

Down $4,683,719 (-73%) from 2014

Expenses

Up

$1,901,459

Up $440,608 (+30%) from 2014

Net Income

Down

-$190,132

Down $5,124,327 (-104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2015

Assets$38,095,687
Liabilities$28,966
Net Assets$38,066,721
Open 2015 Filing

Operations Trend

Revenue Growth1st 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

2015

Revenue$1,711,327
Expenses$1,901,459
Net Income-$190,132
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$19,663,831
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$34,802,353$34,012,745▼ $789,608
Investments Other Securities$4,464,902$4,016,606▼ $448,296
Savings and Temporary Cash Investments$216,458$66,336▼ $150,122
Total Assets$39,487,548$38,095,687▼ $1,391,861
Other Assets Total$3,835$0▼ $3,835
Liabilities
Accounts Payable and Accrued Expenses$26,850$28,966▲ $2,116
Total Liabilities$26,850$28,966▲ $2,116
Net Assets / Fund Balance
Permanently Rstr Net Assets$38,489,268$38,489,268→ $0
Temporarily Rstr Net Assets$971,430$0▼ $971,430
Unrestricted Net Assets-$-422,547-
Total Net Assets Fund Balance$39,460,698$38,066,721▼ $1,393,977
Total Liabilities and Net Assets / Fund Balance$39,487,548$38,095,687▼ $1,391,861

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,438,996--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$39,460,698-▲ $314,686-$38,066,721
2013$34,926,931-▲ $5,785,478-$39,460,698
2012$32,201,242-▲ $4,080,886-$34,926,931
2011$34,926,704-▼ $1,252,275-$32,201,242
2010$30,564,486-▲ $6,362,127-$34,926,704
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Bruce McroyBoard Chair
Andrew GiffordTrustee
Kurt Ransohoff MdTrustee
Mark LevineTrustee
Meriann PlamondonTrustee
Michael SteinTrustee
Sam CapraTrustee
Tyler PowellTrustee
Gamble ParksSecretary
Donna Dawson CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,711,327
Other Revenue
$0
Change in Net Assets
$-190,132

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,518,531
Revenue Not Reported on Financial Statements
$192,796
Revenue Not Reported on Form 990
$-1,203,845
Other Revenue Adjustments
$192,796
Total Revenue per Audited Statements
$314,686
Total Revenue per Form 990
$1,711,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,673,833
Other Expenses$227,626
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,673,833--$1,673,833
Fees for Service Investment Mgmnt Fees-$192,796-$192,796
Fees for Services Accounting-$29,340-$29,340
Insurance-$5,310-$5,310
Other Expenses-$30-$30
Total Functional Expenses$1,673,833$227,626$0$1,901,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,901,459
Expenses per Audited Statements$1,708,663
Total Expenses per Audited Statements$1,708,663
Expenses Not Reported on Financial Statements$192,796
Other Expense Adjustments$192,796
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$1,673,833
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

Filer Name
Santa Barbara Hospice Foundation
EIN
77-0009462
Phone
8058821041
Address
2050 ALAMEDA PADRE SERRA NO 100, SANTA BARBARA, CA 93103

Signing Officer

Name
Donna M Dawson
Title
Treasurer
Phone
8058821041
Signed
2016-02-11
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
10

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Supplemental Narrative

Additional Explanations

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 2011 to the present remain subject to examination by the irs for federal purposes, and the tax years from 2010 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 3 192,796.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses not included on form 990, part viii, line 3 192,796.”

Raw XML AppendixShowing 400 of 550 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/ExplanationTxt01. ON AUGUST 5, 2015, A COPY OF THE HISTORICAL DISTRIBUTION WORKSHEET, INCLUDING A LISTING OF THE ACTUAL DISTRIBUTIONS MADE BY THE FOUNDATION DURING THE TAX YEAR ENDED JUNE 30, 2015, WAS E-MAILED TO DAVID SELBERG, EXECUTIVE DIRECTOR, AND SAM CAPRA, BOARD CHAIR, OF HOSPICE OF SANTA BARBARA, INC. 2. ON NOVEMBER 12, 2014, A COPY OF THE FOUNDATION'S FORM 990 FOR THE TAX YEAR ENDED JUNE 30, 2014 WAS E-MAILED TO TINA FANUCCHI-FRONTADO, ACTING EXECUTIVE DIRECTOR, AND SAM CAPRA, TREASURER, OF HOSPICE OF SANTA BARBARA, INC. 3. THE FOUNDATION HAD PREVIOUSLY PROVIDED COPIES OF ALL GOVERNING DOCUMENTS TO HOSPICE OF SANTA BARBARA INC AND NO DOCUMENTS WERE REVISED DURING THE TAX YEAR ENDED JUNE 30, 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1HOSPICE OF SANTA BARBARA, INC. (HSB) RECOMMENDS ONE OF ITS BOARD MEMBERS FOR ELECTION TO THE FOUNDATION BOARD OF TRUSTEES. SAM CAPRA, HSB BOARD CHAIR, SERVED AS A TRUSTEE OF THE FOUNDATION BOARD DURING THE TAX YEAR ENDED JUNE 30, 2015 AND TOOK AN ACTIVE PART IN THE RECENTLY-COMPLETED SELECTION PROCESS FOR THE FOUNDATION'S NEW INVESTMENT MANAGEMENT FIRM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2HOSPICE 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. THE EXECUTIVE DIRECTOR 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. AT THE REQUEST OF THE HSB BOARD, SEVERAL FOUNDATION TRUSTEES WORKED COLLABORATIVELY WITH AN HSB COMMITTEE REGARDING CERTAIN HSB OPERATIONAL ISSUES. PRIOR TO PRESENTATION AND ADOPTION OF THE FOUNDATION'S POLICY TO COMPLY WITH TYPE III SUPPORTING ORGANIZATION DISTRIBUTION REQUIREMENTS, AT THE FEBRUARY 11, 2015 BOARD MEETING, THERE WERE NUMEROUS MEETINGS AND DISCUSSIONS WITH SAM CAPRA TO ADDRESS HSB CONCERNS REGARDING HOW THE COMPUTATION AND TIMING OF THE PAYMENTS WOULD AFFECT THEIR BUDGETING PROCESS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3HOSPICE OF SANTA BARBARA, INC. IS THE SOLE RECIPIENT OF THE FOUNDATION'S DISTRIBUTIONS. SEE ABOVE FOR DETAIL EXPLANATIONS OF HOW THE FOUNDATION MET THE ATTENTIVENESS AND RESPONSIVENESS TESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PART V, SECTION D, LINE 8
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1632537
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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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT CONSISTS OF THE FUNDS ESTABLISHED TO SUPPORT HOSPICE OF SANTA BARBARA, INC.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,095,687
Liabilities
$28,966
Net assets
$38,066,721
Revenue
$1,711,327
Expenses
$1,901,459
Net income
-$190,132
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