Civic Intelligence

The Rona Barrett Foundation

990 • Fiscal year 2014 • EIN 77-0555412

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileWWW.RONABARRETTFOUNDATION.ORG
PO Box 1559Santa Ynez, CA 93460

(805) 688-8887

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

457%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,578,942

Down $946,557 (-37%) from 2013

Net Assets

Up

$1,573,618

Up $845,869 (+116%) from 2013

Liabilities

Down

$5,324

Down $1,792,426 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$1,094,454

Up $897,951 (+457%) from 2013

Expenses

Up

$235,695

Up $83,666 (+55%) from 2013

Net Income

Up

$858,759

Up $814,285 (+1831%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $156,621Liabilities 2011: $33,535Net Assets 2011: $123,0862011Assets 2012: $2,532,571Liabilities 2012: $1,925,940Net Assets 2012: $606,6312012Assets 2013: $2,525,499Liabilities 2013: $1,797,750Net Assets 2013: $727,7492013Assets 2014: $1,578,942Liabilities 2014: $5,324Net Assets 2014: $1,573,6182014Assets 2015: $2,244,238Liabilities 2015: $7,994Net Assets 2015: $2,236,2442015Assets 2016: $3,854,160Liabilities 2016: $23,286Net Assets 2016: $3,830,8742016Assets 2017: $3,542,828Liabilities 2017: $2,482Net Assets 2017: $3,540,3462017Assets 2018: $3,302,993Liabilities 2018: $7,171Net Assets 2018: $3,295,8222018Assets 2019: $3,018,165Liabilities 2019: $3,160Net Assets 2019: $3,015,0052019Assets 2020: $2,945,181Liabilities 2020: $775Net Assets 2020: $2,944,4062020Assets 2021: $2,803,795Liabilities 2021: $12Net Assets 2021: $2,803,7832021Assets 2022: $2,630,981Liabilities 2022: $623Net Assets 2022: $2,630,3582022Assets 2023: $2,372,435Liabilities 2023: -$353Net Assets 2023: $2,372,7882023Assets 2024: $2,138,083Liabilities 2024: $1,436Net Assets 2024: $2,136,6472024

Highlighted filing

2014

Assets$1,578,942
Liabilities$5,324
Net Assets$1,573,618
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $45,578Expenses 2011: $65,497Net Income 2011: -$19,9192011Revenue 2012: $575,001Expenses 2012: $91,456Net Income 2012: $483,5452012Revenue 2013: $196,503Expenses 2013: $152,029Net Income 2013: $44,4742013Revenue 2014: $1,094,454Expenses 2014: $235,695Net Income 2014: $858,7592014Revenue 2015: $937,428Expenses 2015: $274,802Net Income 2015: $662,6262015Revenue 2016: $2,322,520Expenses 2016: $654,855Net Income 2016: $1,667,6652016Revenue 2017: $219,595Expenses 2017: $510,123Net Income 2017: -$290,5282017Revenue 2018: $266,886Expenses 2018: $511,410Net Income 2018: -$244,5242018Revenue 2019: $251,571Expenses 2019: $532,391Net Income 2019: -$280,8202019Revenue 2020: $475,958Expenses 2020: $546,557Net Income 2020: -$70,5992020Revenue 2021: $418,361Expenses 2021: $558,984Net Income 2021: -$140,6232021Revenue 2022: $474,838Expenses 2022: $648,263Net Income 2022: -$173,4252022Revenue 2023: $428,286Expenses 2023: $694,872Net Income 2023: -$266,5862023Revenue 2024: $291,669Expenses 2024: $535,952Net Income 2024: -$244,2832024

Highlighted filing

2014

Revenue$1,094,454
Expenses$235,695
Net Income$858,759
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$1,094,454
Mission and Program Overview

Mission

The rona barrett foundation seeks to provide a solution to affordable housing for seniors in need with a project called "the golden inn & village". Through a community partnership, the foundation has acquired land for the village and is creating programs that will enable seniors to re-define this phase of their lives and re-invent themselves so that they may remain contributing members of society. Outreach will be made to the primary caregivers, whether they be family or friends, to provide basic training in caregiver skills and respite from this difficult but important duty. Public awareness of the state of seniors in need will be raised by radio, television, and appearances at special events.

To provide affordable housing for the elderly in need in a community centered model.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$727,749$1,573,618▲ $845,869
Land, Buildings, and Equipment, Net$2,301,068$920,542▼ $1,380,526
Cash and Non-Interest-Bearing Accounts$1,670$165,117▲ $163,447
Intangible Assets$120,519$110,039▼ $10,480
Pledges and Grants Receivable-$11,100-
Accounts Receivable$10,000--
Prepaid Expenses and Deferred Charges$850$850→ $0
Investments Program Related-$200-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,525,499$1,578,942▼ $946,557
Other Assets Total$91,392$371,094▲ $279,702
Liabilities
Accounts Payable and Accrued Expenses$1,797,750$5,324▼ $1,792,426
Total Liabilities$1,797,750$5,324▼ $1,792,426
Net Assets / Fund Balance
Total Net Assets Fund Balance$727,749$1,573,618▲ $845,869
Total Liabilities and Net Assets / Fund Balance$2,525,499$1,578,942▼ $946,557

Asset Categories

AssetBook ValueDepreciationBasis
Land$920,000-$920,000
Other Land Buildings$542$4,452$4,994
Other Assets Org$336,932--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Rona BarrettPresident
Fred RiceDirector
Tony MorrisDirector
Tresha SellDirector
Steven RedenSecretary
Annalisa NearnTreasurer
Susan WeberVice-presdient
Revenue and Support

Revenue Composition

Contributions and Grants
$1,094,435
Program Service Revenue
$0
Investment Income
$19
Other Revenue
$0
All Other Contributions
$1,094,435
Change in Net Assets
$858,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$129,331
Other Expenses$112,089
Professional Fundraising Fees$104,064
Salaries, Compensation, and Employee Benefits$19,542
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$104,064$104,064
Interest-$36,650-$36,650
Other Salaries and Wages$9,771$9,771-$19,542
Depreciation Depletion-$11,006-$11,006
Fees for Services Accounting-$6,720-$6,720
Office Expenses-$5,214$900$6,114
Insurance-$3,752-$3,752
Conferences and Meetings$3,293--$3,293
Fees for Services Legal-$2,400-$2,400
Other Expenses$5,718$171$24,367$171
Total Functional Expenses$18,782$87,582$129,331$235,695
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$104,064
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
Backup withholding compliance
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 draft copy of the form 990 and other filings are made available to the board of directors for review and comment before final preparation and filing with government agencies.”

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

“Members of the board are required to review the conflict of interest policy annually and to disclose and reslove any potential conflits.”

Form 990, Part VI, Section C, Line 19

“Financial information, governing documents and tax returns are available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The Rona Barrett Foundation
EIN
77-0555412
Phone
8056888887
Address
PO BOX 1559, SANTA YNEZ, CA 93460

Signing Officer

Name
Rona Barrett
Title
President
Phone
8056888887
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rona Barrett
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
C&d Llp
Address
CPAS ADVISORS, ALAMO PINTADO RD S, CA 93463
Preparer
Stephen B Palmer
Phone
8056885505
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Imputed interest book/tax adjustment -12,890.”

Raw XML AppendixShowing 400 of 421 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/BOYAmt01797750
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05324
IRS990/AccountsReceivableGrp/BOYAmt010000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE HOUSING FOR THE ELDERLY IN NEED IN A COMMUNITY CENTERED MODEL.
IRS990/AllOtherContributionsAmt01094435
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RONA BARRETT FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum08056888887
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0684 ALAMO PINTADO RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOLVANG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093463
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01670
IRS990/CashNonInterestBearingGrp/EOYAmt0165117
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03293
IRS990/ConferencesMeetingsGrp/TotalAmt03293
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01094435
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019
IRS990/CYOtherExpensesAmt0112089
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0858759
IRS990/CYSalariesCompEmpBnftPaidAmt019542
IRS990/CYTotalExpensesAmt0235695
IRS990/CYTotalFundraisingExpenseAmt0129331
IRS990/CYTotalProfFndrsngExpnsAmt0104064
IRS990/CYTotalRevenueAmt01094454
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011006
IRS990/DepreciationDepletionGrp/TotalAmt011006
IRS990/Desc0CREATING "THE GOLDEN INN & VILLAGE", AN INNOVATIVE CARE FACILITY FOR LOW-INCOME SENIORS PROVIDING HOUSING, ADULT DAY CARE, SHORT-TERM CAREGIVER RESPITE AND A COMMUNITY CENTER. MOVED FORWARD WITH ACQUISITION OF THE LAND AND DEVELOPMENT PLANS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt018782
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06720
IRS990/FeesForServicesAccountingGrp/TotalAmt06720
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02400
IRS990/FeesForServicesLegalGrp/TotalAmt02400
IRS990/FeesForServicesProfFundraising/FundraisingAmt0104064
IRS990/FeesForServicesProfFundraising/TotalAmt0104064
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RONA BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNALISA NEARN
IRS990/Form990PartVIISectionAGrp/PersonNm3TONY MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4FRED RICE
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN REDEN
IRS990/Form990PartVIISectionAGrp/PersonNm6TRESHA SELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESDIENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01094454
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03752
IRS990/InsuranceGrp/TotalAmt03752
IRS990/IntangibleAssetsGrp/BOYAmt0120519
IRS990/IntangibleAssetsGrp/EOYAmt0110039
IRS990/InterestGrp/ManagementAndGeneralAmt036650
IRS990/InterestGrp/TotalAmt036650
IRS990/InvestmentIncomeGrp/ExclusionAmt019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0200
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04452
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02301068
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0920542
IRS990/LandBldgEquipCostOrOtherBssAmt0924994
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE RONA BARRETT FOUNDATION SEEKS TO PROVIDE A SOLUTION TO AFFORDABLE HOUSING FOR SENIORS IN NEED WITH A PROJECT CALLED "THE GOLDEN INN & VILLAGE". THROUGH A COMMUNITY PARTNERSHIP, THE FOUNDATION HAS ACQUIRED LAND FOR THE VILLAGE AND IS CREATING PROGRAMS THAT WILL ENABLE SENIORS TO RE-DEFINE THIS PHASE OF THEIR LIVES AND RE-INVENT THEMSELVES SO THAT THEY MAY REMAIN CONTRIBUTING MEMBERS OF SOCIETY. OUTREACH WILL BE MADE TO THE PRIMARY CAREGIVERS, WHETHER THEY BE FAMILY OR FRIENDS, TO PROVIDE BASIC TRAINING IN CAREGIVER SKILLS AND RESPITE FROM THIS DIFFICULT BUT IMPORTANT DUTY. PUBLIC AWARENESS OF THE STATE OF SENIORS IN NEED WILL BE RAISED BY RADIO, TELEVISION, AND APPEARANCES AT SPECIAL EVENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0727749
IRS990/NetAssetsOrFundBalancesEOYAmt01573618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05214
IRS990/OfficeExpensesGrp/TotalAmt06114
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt091392
IRS990/OtherAssetsTotalGrp/EOYAmt0371094
IRS990/OtherChangesInNetAssetsAmt0-12890
IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc1RENT & UTILITIES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt024367
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15717
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22931
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3171
IRS990/OtherExpensesGrp/ProgramServicesAmt05718
IRS990/OtherExpensesGrp/TotalAmt027617
IRS990/OtherExpensesGrp/TotalAmt111435
IRS990/OtherExpensesGrp/TotalAmt22931
IRS990/OtherExpensesGrp/TotalAmt3171
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09771
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09771
IRS990/OtherSalariesAndWagesGrp/TotalAmt019542
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011100
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0850
IRS990/PrincipalOfficerNm0RONA BARRETT
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0193815
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0113299
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02688
IRS990/PYRevenuesLessExpensesAmt044474
IRS990/PYSalariesCompEmpBnftPaidAmt016467
IRS990/PYTotalExpensesAmt0152029
IRS990/PYTotalProfFndrsngExpnsAmt022263
IRS990/PYTotalRevenueAmt0196503
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0858759
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0727749
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01573618
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: LAND ACQUISITION DATE: 04/28/14 AMOUNT: 800000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0294435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0193815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0568520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01119428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0138
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt031494
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59820
IRS990ScheduleA/PublicSupportPY170Pct00.46200
IRS990ScheduleA/PublicSupportTotal170Amt0669715
IRS990ScheduleA/SubstantialContributorsTotAmt0449713
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0294435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0193815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0568520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021844
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01119428
IRS990ScheduleA/TotalSupportAmt01119566
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LandGrp/BookValueAmt0920000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0920000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt034162
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1336932
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GOLDEN INN - RESTRICTED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM SBC HOUSING AUTHORITY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0542
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04452
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04994
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0920542
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0371094
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt2FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd20
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0133925
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt140000
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt219890
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0120012
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt134650
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt216890
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0SANDY POINT INK LLC
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0BETH PITTON-AUGUST
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm1BRIAN D STENFORS
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt013913
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt15350
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt23000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt03849 CRESCENT DR
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt1PO BOX 6847
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt2926 VIA CAMPOBELLO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm2SANTA BARBARA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd093101
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd193160
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd293111
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0TO DEVELOP FUNDRAISING STRATEGY, MATERIALS AND CAPITAL CAMPAIGN.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/TotalGrossReceiptsAmt0193815
IRS990ScheduleG/TotalNetToOrganizationAmt0171552
IRS990ScheduleG/TotalRetainedByContractorsAmt022263
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 AND OTHER FILINGS ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT BEFORE FINAL PREPARATION AND FILING WITH GOVERNMENT AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND TO DISCLOSE AND RESLOVE ANY POTENTIAL CONFLITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL INFORMATION, GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IMPUTED INTEREST BOOK/TAX ADJUSTMENT -12,890.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02525499
IRS990/TotalAssetsEOYAmt01578942
IRS990/TotalAssetsGrp/BOYAmt02525499
IRS990/TotalAssetsGrp/EOYAmt01578942
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01094435
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0129331
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087582
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018782
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235695
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01797750
IRS990/TotalLiabilitiesEOYAmt05324
IRS990/TotalLiabilitiesGrp/BOYAmt01797750
IRS990/TotalLiabilitiesGrp/EOYAmt05324
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0727749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01573618
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018782
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01094454
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02525499
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01578942
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1620
IRS990/USAddress/CityNm0SANTA YNEZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093460
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.RONABARRETTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONA BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08056888887
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,578,942
Liabilities
$5,324
Net assets
$1,573,618
Revenue
$1,094,454
Expenses
$235,695
Net income
$858,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.29$0.54$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.43$0.69$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.47$0.65$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.42$0.56$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.94$0.48$0.55$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.25$0.53$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.30$0.27$0.51$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.22$0.51$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.02$3.83$2.32$0.65$1.67
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.24$0.94$0.27$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$1.09$0.24$0.86
2013Detailed filing. Detailed filing data is available for this year.$2.53$1.80$0.73$0.20$0.15$0.04
2012Summary only. Only limited summary data is available for this year.$2.53$1.93$0.61$0.58$0.09$0.48
2011Summary only. Only limited summary data is available for this year.$0.16$0.03$0.12$0.05$0.07$0.02