Civic Intelligence

Performing Arts Scholarship Foundation

990 • Fiscal year 2015 • EIN 95-3757549

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 27, 2016

Organization Profilewww.pasfsb.org
PO Box 5575Santa Barbara, CA 93108

(805) 898-0941

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-57%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.6%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,665,308

Down $80,674 (-4.6%) from 2014

Net Assets

Down

$1,665,308

Down $80,674 (-4.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin6th percentile

Revenue

Down

$61,951

Down $58,437 (-49%) from 2014

Expenses

Up

$96,994

Up $6,063 (+6.7%) from 2014

Net Income

Down

-$35,043

Down $64,500 (-219%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,591,482Liabilities 2010: $0Net Assets 2010: $1,591,4822010Assets 2011: $1,530,800Liabilities 2011: $0Net Assets 2011: $1,530,8002011Assets 2012: $1,641,398Liabilities 2012: $0Net Assets 2012: $1,641,3982012Assets 2013: $1,727,592Liabilities 2013: $0Net Assets 2013: $1,727,5922013Assets 2014: $1,745,982Liabilities 2014: $0Net Assets 2014: $1,745,9822014Assets 2015: $1,665,308Liabilities 2015: $0Net Assets 2015: $1,665,3082015Assets 2016: $1,648,262Liabilities 2016: $0Net Assets 2016: $1,648,2622016Assets 2017: $1,862,023Liabilities 2017: $0Net Assets 2017: $1,862,0232017Assets 2018: $1,677,005Liabilities 2018: $0Net Assets 2018: $1,677,0052018Assets 2019: $1,921,806Liabilities 2019: $0Net Assets 2019: $1,921,8062019Assets 2020: $2,058,655Liabilities 2020: $0Net Assets 2020: $2,058,6552020Assets 2021: $2,265,714Liabilities 2021: $0Net Assets 2021: $2,265,7142021Assets 2022: $1,931,558Liabilities 2022: $0Net Assets 2022: $1,931,5582022Assets 2023: $2,050,566Liabilities 2023: $0Net Assets 2023: $2,050,5662023Assets 2024: $2,142,959Liabilities 2024: $0Net Assets 2024: $2,142,9592024

Highlighted filing

2015

Assets$1,665,308
Liabilities$0
Net Assets$1,665,308
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $120,823Expenses 2010: $98,265Net Income 2010: $22,5582010Revenue 2011: $19,877Expenses 2011: $80,559Net Income 2011: -$60,6822011Expenses 2012: $88,5572012Revenue 2013: $59,380Expenses 2013: $91,756Net Income 2013: -$32,3762013Revenue 2014: $120,388Expenses 2014: $90,931Net Income 2014: $29,4572014Revenue 2015: $61,951Expenses 2015: $96,994Net Income 2015: -$35,0432015Revenue 2016: $112,025Expenses 2016: $93,776Net Income 2016: $18,2492016Revenue 2017: $82,079Expenses 2017: $91,521Net Income 2017: -$9,4422017Revenue 2018: $113,994Expenses 2018: $100,957Net Income 2018: $13,0372018Revenue 2019: $117,300Expenses 2019: $113,999Net Income 2019: $3,3012019Revenue 2020: $60,782Expenses 2020: $108,109Net Income 2020: -$47,3272020Revenue 2021: $236,435Expenses 2021: $117,939Net Income 2021: $118,4962021Revenue 2022: $98,428Expenses 2022: $113,188Net Income 2022: -$14,7602022Revenue 2023: $106,132Expenses 2023: $128,024Net Income 2023: -$21,8922023Revenue 2024: $135,686Expenses 2024: $148,867Net Income 2024: -$13,1812024

Highlighted filing

2015

Revenue$61,951
Expenses$96,994
Net Income-$35,043
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 27, 2016
Return Version
2015v2.1
Gross Receipts
$629,638
Mission and Program Overview

Mission

Provide financial assistance to student of the performing arts in the santa barbara area, and to support educational outreach programs.

Providing grants to vital local performing arts groups for the purpose of expanding program to offer music educational opportunities to students in area. In addition, the organization provides scholarships to young musicians in area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,701,420$1,536,821▼ $164,599
Savings and Temporary Cash Investments$44,562$128,487▲ $83,925
Total Assets$1,745,982$1,665,308▼ $80,674
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,745,982$1,665,308▼ $80,674
Total Net Assets Fund Balance$1,745,982$1,665,308▼ $80,674
Total Liabilities and Net Assets / Fund Balance$1,745,982$1,665,308▼ $80,674
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Deborah M BertlingPresident
Marjorie GiesVice President
Barbara H BurgerDirector
Bernard GondosDirector
Bridget CollearyDirector
Christopher DavisDirector
David MckeeDirector
Howard HudsonDirector
Ronald FendonDirector
Peter BertlingLegal Advisor
Marylove ThrallsSecretary
Rosalind AmorteguyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,525
Program Service Revenue
$0
Investment Income
$40,426
Other Revenue
$0
Change in Net Assets
$-35,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,850
Other Expenses$28,144
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,500--$40,500
Grants to Domestic Individuals$28,350--$28,350
Fees for Service Investment Mgmnt Fees$0$16,472$0$16,472
Insurance$778$778$0$1,556
Other Expenses$943$0$0$943
Office Expenses$0$150$0$150
Total Functional Expenses$79,387$17,607$0$96,994
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sbmusic & Arts ConsSanta Barbara, CA-Grant$7,000
Sbyouth SymphonySanta Barbara, CA-Grant$7,000
Santa Barbara SymphonySanta Barbara, CA-Grant$5,700
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Performing Arts Scholarship Foundation
EIN
95-3757549
Phone
8058980941
Address
PO BOX 5575, SANTA BARBARA, CA 93108

Signing Officer

Name
Deborah Bertling
Title
President
Phone
8058980941
Signed
2016-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Bertling
Formed
1982
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Howard Hudson & Co CPA
Address
225 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101-7167
Preparer
Howard Hudson
Phone
8059634447
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Deborah and peter bertling are married. Dr. Marjorie”

Pt VI, Line 2

“Geis is the daughter of rosalind amorteguy.”

Pt VI, Line 11B

“Return presented to board for review & comment prior”

Pt VI, Line 11B

“TO FILING RETURN.”

Pt VI, Line 15A

“No compensation paid to any officers or others.”

Pt VI, Line 19

“Information is made available upon request of any”

Pt VI, Line 19

“Member of the general public.”

Form 990EZ, Part II, Line 24

“U.s. Trust a/c #5101005842947”

Form 990, Part III, Line 4D

“Other exempt purpose expenses 1859. 0. 0.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt II Ln 17a
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt099440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt069639
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0307239
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24450
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.22810
IRS990ScheduleA/PublicSupportTotal170Amt099440
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017830
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt099440
IRS990ScheduleA/TotalSupportAmt0406679
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/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt022650
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt25700
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SBYOUTH SYMPHONY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SBMUSIC & ARTS CONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SANTA BARBARA SYMPHONY
IRS990ScheduleI/RecipientTable/RecipientEIN0952104089
IRS990ScheduleI/RecipientTable/RecipientEIN1770401233
IRS990ScheduleI/RecipientTable/RecipientEIN2952104089
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01900 STATE ST G
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 3004
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21330 STATE ST 102
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293101
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEBORAH AND PETER BERTLING ARE MARRIED. DR. MARJORIE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GEIS IS THE DAUGHTER OF ROSALIND AMORTEGUY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURN PRESENTED TO BOARD FOR REVIEW & COMMENT PRIOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO FILING RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMPENSATION PAID TO ANY OFFICERS OR OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INFORMATION IS MADE AVAILABLE UPON REQUEST OF ANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER OF THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7U.S. TRUST A/C #5101005842947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER EXEMPT PURPOSE EXPENSES 1859. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01745982
IRS990/TotalAssetsEOYAmt01665308
IRS990/TotalAssetsGrp/BOYAmt01745982
IRS990/TotalAssetsGrp/EOYAmt01665308
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021525
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017607
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079387
IRS990/TotalFunctionalExpensesGrp/TotalAmt096994
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01745982
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01665308
IRS990/TotalOtherProgSrvcExpenseAmt01859
IRS990/TotalProgramServiceExpensesAmt079387
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040426
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061951
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01745982
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01665308
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01745982
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01665308
IRS990/USAddress/AddressLine1Txt0PO BOX 5575
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093108
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.pasfsb.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH BERTLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,665,308
Liabilities
$0
Net assets
$1,665,308
Revenue
$61,951
Expenses
$96,994
Net income
-$35,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.10$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.24$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.09$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.09
2011Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.02$0.08$0.06
2010Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.12$0.10$0.02