Civic Intelligence

Lobero Theatre Foundation

990 • Fiscal year 2017 • EIN 95-1831068

Jun 01, 2016 to May 31, 2017 • Filed on Feb 02, 2018

Organization Profilewww.lobero.com
33 E Canon Perdido StreetSanta Barbara, CA 93101

(805) 966-4946

Siviq Scores

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

Liabilities / Assets

30th percentile

0.04x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.10x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$154,149

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

52%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$9,139,664

Up $686,847 (+8.1%) from 2016

Net Assets

Up

$8,759,508

Up $851,157 (+11%) from 2016

Liabilities

Down

$380,156

Down $164,310 (-30%) from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin79th percentile

Revenue

Up

$3,780,141

Up $1,299,631 (+52%) from 2016

Expenses

Up

$2,980,948

Up $56,998 (+1.9%) from 2016

Net Income

Up

$799,193

Up $1,242,633 (+280%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,388,609Liabilities 2011: $213,008Net Assets 2011: $5,175,6012011Assets 2012: $5,822,548Liabilities 2012: $216,028Net Assets 2012: $5,606,5202012Assets 2013: $8,395,006Liabilities 2013: $240,037Net Assets 2013: $8,154,9692013Assets 2014: $9,496,158Liabilities 2014: $1,090,653Net Assets 2014: $8,405,5052014Assets 2015: $9,093,626Liabilities 2015: $706,298Net Assets 2015: $8,387,3282015Assets 2016: $8,452,817Liabilities 2016: $544,466Net Assets 2016: $7,908,3512016Assets 2017: $9,139,664Liabilities 2017: $380,156Net Assets 2017: $8,759,5082017Assets 2018: $10,059,547Liabilities 2018: $610,399Net Assets 2018: $9,449,1482018Assets 2019: $9,716,548Liabilities 2019: $428,957Net Assets 2019: $9,287,5912019Assets 2020: $10,004,408Liabilities 2020: $852,760Net Assets 2020: $9,151,6482020Assets 2021: $10,231,846Liabilities 2021: $556,273Net Assets 2021: $9,675,5732021Assets 2022: $11,390,447Liabilities 2022: $564,219Net Assets 2022: $10,826,2282022Assets 2023: $14,117,017Liabilities 2023: $2,704,017Net Assets 2023: $11,413,0002023Assets 2024: $16,108,372Liabilities 2024: $2,727,788Net Assets 2024: $13,380,5842024

Highlighted filing

2017

Assets$9,139,664
Liabilities$380,156
Net Assets$8,759,508
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,203,3402011Expenses 2012: $2,149,2722012Expenses 2013: $2,481,0282013Revenue 2014: $2,650,919Expenses 2014: $2,336,367Net Income 2014: $314,5522014Revenue 2015: $2,930,944Expenses 2015: $2,862,751Net Income 2015: $68,1932015Revenue 2016: $2,480,510Expenses 2016: $2,923,950Net Income 2016: -$443,4402016Revenue 2017: $3,780,141Expenses 2017: $2,980,948Net Income 2017: $799,1932017Revenue 2018: $3,870,408Expenses 2018: $3,083,671Net Income 2018: $786,7372018Revenue 2019: $3,262,757Expenses 2019: $3,385,533Net Income 2019: -$122,7762019Revenue 2020: $2,886,699Expenses 2020: $3,162,888Net Income 2020: -$276,1892020Revenue 2021: $1,936,068Expenses 2021: $2,026,207Net Income 2021: -$90,1392021Revenue 2022: $5,213,777Expenses 2022: $3,728,091Net Income 2022: $1,485,6862022Revenue 2023: $5,210,201Expenses 2023: $4,578,819Net Income 2023: $631,3822023Revenue 2024: $6,623,998Expenses 2024: $4,706,177Net Income 2024: $1,917,8212024

Highlighted filing

2017

Revenue$3,780,141
Expenses$2,980,948
Net Income$799,193
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 2, 2018
Return Version
2016v3.0
Gross Receipts
$4,337,579
Mission and Program Overview

Mission

The mission of the lobero theatre foundation is to maintain and operate the historic lobero theatre as a performing arts center and cultural asset to the community, and to present the highest quality productions in music, dance and theater.

The Lobero Theatre Foundation is organized to operate and maintain the historic Lobero Theatre as a performing arts center and cultural asset to the community and to present high quality productions in music, dance and theatre.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,418,453$6,992,366▼ $426,087
Pledges and Grants Receivable$96,250$995,788▲ $899,538
Investments in Publicly Traded Securities$713,543$734,717▲ $21,174
Savings and Temporary Cash Investments$56,942$115,139▲ $58,197
Cash and Non-Interest-Bearing Accounts$76,865$85,247▲ $8,382
Prepaid Expenses and Deferred Charges$61,403$65,733▲ $4,330
Accounts Receivable$7,114$25,937▲ $18,823
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,452,817$9,139,664▲ $686,847
Other Assets Total$22,247$124,737▲ $102,490
Liabilities
Accounts Payable and Accrued Expenses$133,517$245,279▲ $111,762
Mortgage Notes Payable Secured by Investment Property$183,901--
Other Liabilities$97,048$134,877▲ $37,829
Unsecured Notes Loans Payable$130,000--
Total Liabilities$544,466$380,156▼ $164,310
Net Assets / Fund Balance
Unrestricted Net Assets$7,012,135$6,810,810▼ $201,325
Temporarily Rstr Net Assets$129,415$1,181,897▲ $1,052,482
Permanently Rstr Net Assets$766,801$766,801→ $0
Total Net Assets Fund Balance$7,908,351$8,759,508▲ $851,157
Total Liabilities and Net Assets / Fund Balance$8,452,817$9,139,664▲ $686,847

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,826,754$3,486,787$10,313,541
Equipment$165,612$658,352$823,964
Leasehold Improvements-$77,093$77,093

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$713,542-▲ $55,368$34,193$734,717
2015$777,859-▼ $26,910$37,407$713,542
2014$786,554-▲ $29,144$37,839$777,859
2013$736,156$5,000▲ $80,715$35,317$786,554
2012$682,262-▲ $86,514$32,620$736,156
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David AsbellExecutive DirectorFT$139,616$14,533$154,149
Todd JaredTechnical directorFT$100,525$31,813$132,338

Board Members and Trustees

NameTitle
Amy MacLeodPresident
Steve HayesVice President
Ben TroskyDirector
Charles de L'ArbreDirector
David AndersonDirector
Doug WoodDirector
Frank SchipperDirector
George BurtnessDirector
Graciela MontgomeryDirector
Janet McCannDirector
Jeff DeVineDirector
John MurphyDirector
Laurie KauthDirector
Mason FarrellDirector
Robert WillisDirector
Ron MorrowDirector
Stephen CloudDirector
Tim CaseyDirector
William NasifDirector
Melissa FassettSecretary
Bridget ForemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,278,514
Program Service Revenue
$1,484,437
Investment Income
$12,885
Other Revenue
$4,305
All Other Contributions
$2,204,239
Change in Net Assets
$799,193

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$47,449Fair mkt value
Total Noncash Contributions5$47,449-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,773,333
Revenue Not Reported on Financial Statements
$6,808
Revenue Not Reported on Form 990
$51,964
Total Revenue per Audited Statements
$3,825,297
Total Revenue per Form 990
$3,780,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,492,585
Salaries, Compensation, and Employee Benefits$1,488,363
Total Fundraising Expense$515,922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$644,063$105,729$340,931$1,090,723
Depreciation Depletion$437,575$4,078-$441,653
All Other Expenses$132,423$20,264$85,999$238,686
Current Officers, Directors, Trustees, and Key Employees$103,884$51,941-$155,825
Other Employee Benefits$96,334$4,924$11,291$112,549
Payroll Taxes$62,090$11,810$28,673$102,573
Occupancy$57,894$12,745$12,000$82,639
Information Technology$43,463$18,563$17,574$79,600
Advertising$73,875--$73,875
Other Expenses$38,728--$38,728
Pension Plan Contributions$13,907$2,646$10,140$26,693
Insurance$19,555$2,584-$22,139
Office Expenses$9,975$6,418$4,108$20,501
Fees for Services Accounting-$11,700-$11,700
Fees for Service Investment Mgmnt Fees-$6,808-$6,808
Conferences and Meetings$372$776$5,206$6,354
Interest-$2,479-$2,479
Total Functional Expenses$2,201,561$263,465$515,922$2,980,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,980,948
Expenses per Audited Statements$2,974,140
Total Expenses per Audited Statements$2,974,140
Expenses Not Reported on Financial Statements$6,808
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,865
Fundraising Gross Income$15,865
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobero Associates$56,640$15,865$15,865$0
Total Events$56,640$15,865$15,865-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance ticket sales$134,877
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The controller first reviews the form, then the board treasurer will review it before it is signed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is distributed each year in June for the board members to sign. New members are given the policy to sign as they come on during the year.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Board looks at comparable salaries of executive directors at similar non-profit organizations in the Santa Barbara area. The executive director reviews salaries for other management exployees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lobero Theatre Foundation
EIN
95-1831068
Phone
8059664946
Address
33 E Canon Perdido Street, Santa Barbara, CA 93101

Signing Officer

Name
Bridget Foreman
Title
Treasurer
Signed
2018-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy MacLeod
Formed
1938
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
72
Volunteers
50

Preparer

Firm
Gary A Smith CPA
Address
16 W Mission St Ste R, Santa Barbara, CA 93101-8499
Preparer
Gary A Smith
Phone
8055634800
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Income from endowment fund used for presentations and to offset general operating expenses.”

Part X : FIN48 Footnote

“Management believes that the tax positions taken are more likely than not to be sustained upon examination. The Foundation's tax returns are subject to examination by federal and state taxing authorities, generally for three and four years, after they are filed.”

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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/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,139,664
Liabilities
$380,156
Net assets
$8,759,508
Revenue
$3,780,141
Expenses
$2,980,948
Net income
$799,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$2.73$13.4$6.62$4.71$1.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$2.70$11.4$5.21$4.58$0.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.56$10.8$5.21$3.73$1.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.56$9.68$1.94$2.03$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.85$9.15$2.89$3.16$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.72$0.43$9.29$3.26$3.39$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.61$9.45$3.87$3.08$0.79
2017Detailed filing. Detailed filing data is available for this year.$9.14$0.38$8.76$3.78$2.98$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.45$0.54$7.91$2.48$2.92$0.44
2015Detailed filing. Detailed filing data is available for this year.$9.09$0.71$8.39$2.93$2.86$0.07
2014Detailed filing. Detailed filing data is available for this year.$9.50$1.09$8.41$2.65$2.34$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$0.24$8.15$2.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.22$5.61$2.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$0.21$5.18$2.20